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
2376
$797K ﹤0.01%
29,066
-12,556
2377
$797K ﹤0.01%
27,641
-2,682
2378
$797K ﹤0.01%
8,076
-210
2379
$796K ﹤0.01%
63,311
-95,819
2380
$796K ﹤0.01%
22,521
-4,258
2381
$796K ﹤0.01%
44,003
+3,827
2382
$794K ﹤0.01%
5,338
+3,466
2383
$790K ﹤0.01%
7,649
+807
2384
$789K ﹤0.01%
79,008
+46,822
2385
$789K ﹤0.01%
19,219
+5,731
2386
$788K ﹤0.01%
8,305
+2,494
2387
$787K ﹤0.01%
21,366
-38,533
2388
$786K ﹤0.01%
+25,173
2389
$784K ﹤0.01%
45,067
+16,706
2390
$781K ﹤0.01%
20,385
+322
2391
$781K ﹤0.01%
33,701
+2,044
2392
$778K ﹤0.01%
135,317
+50,462
2393
$777K ﹤0.01%
30,616
-9,637
2394
$777K ﹤0.01%
67,502
+11,753
2395
$777K ﹤0.01%
39,209
-1,717
2396
$776K ﹤0.01%
26,058
-144,452
2397
$776K ﹤0.01%
133,761
-17,975
2398
$769K ﹤0.01%
14,233
-3,250
2399
$769K ﹤0.01%
31,737
-1,078
2400
$769K ﹤0.01%
14,178
-1,787
94 95
96
97 98