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
2351
$836K ﹤0.01%
20,786
+15,067
2352
$836K ﹤0.01%
179,296
-34,715
2353
$832K ﹤0.01%
19,758
-1,427
2354
$830K ﹤0.01%
26,612
+10,211
2355
$829K ﹤0.01%
7,221
-20,219
2356
$828K ﹤0.01%
+13,429
2357
$828K ﹤0.01%
30,089
+3,534
2358
$828K ﹤0.01%
60,004
+9,474
2359
$828K ﹤0.01%
13,457
+3,734
2360
$826K ﹤0.01%
27,182
-996
2361
$823K ﹤0.01%
20,288
+63
2362
$823K ﹤0.01%
133,883
-1,092
2363
$823K ﹤0.01%
25,681
-1,512
2364
$819K ﹤0.01%
48,556
+4,130
2365
$814K ﹤0.01%
16,635
-6,639
2366
$810K ﹤0.01%
11,097
-1,931
2367
$810K ﹤0.01%
48,311
-8,655
2368
$809K ﹤0.01%
28,541
+16,170
2369
$806K ﹤0.01%
38,877
-54,899
2370
$805K ﹤0.01%
58,785
-668
2371
$805K ﹤0.01%
42,650
+3,300
2372
$804K ﹤0.01%
758,584
2373
$803K ﹤0.01%
50,835
-800
2374
$803K ﹤0.01%
38,150
+136
2375
$800K ﹤0.01%
13,804
-552
93 94
95
96 97