Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.4B
AUM Growth
+$6.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,507
New
Increased
Reduced
Closed

Top Buys

1
+$297M
2
+$280M
3
+$127M
4
PKG icon
Packaging Corp of America
PKG
+$116M
5
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$77.8M

Top Sells

1
+$503M
2
+$357M
3
+$202M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$96.4M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$90.1M

Sector Composition

1 Technology 19.33%
2 Industrials 10.37%
3 Healthcare 9.76%
4 Financials 8.38%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
$862K ﹤0.01%
40,641
-2,792
2327
$861K ﹤0.01%
42,570
-709
2328
$861K ﹤0.01%
95,466
+20,592
2329
$861K ﹤0.01%
14,965
-37,230
2330
$860K ﹤0.01%
31,793
+516
2331
$857K ﹤0.01%
8,446
+4,458
2332
$857K ﹤0.01%
17,834
+29
2333
$857K ﹤0.01%
64,254
+2,465
2334
$856K ﹤0.01%
82,674
-203
2335
$856K ﹤0.01%
16,014
+2,177
2336
$856K ﹤0.01%
47,198
-401
2337
$856K ﹤0.01%
26,988
+3,894
2338
$850K ﹤0.01%
43,171
+1,677
2339
$849K ﹤0.01%
21,571
-512
2340
$849K ﹤0.01%
14,562
-2,099
2341
$848K ﹤0.01%
21,655
-500
2342
$847K ﹤0.01%
21,993
+1,875
2343
$847K ﹤0.01%
90,225
-3,827
2344
$847K ﹤0.01%
133,411
+20,666
2345
$845K ﹤0.01%
103,504
-6
2346
$842K ﹤0.01%
41,339
+21,864
2347
$842K ﹤0.01%
17,412
-111
2348
$841K ﹤0.01%
118,413
+22,727
2349
$840K ﹤0.01%
23,224
+863
2350
$836K ﹤0.01%
25,840
+851
92 93
94
95 96