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
2401
$765K ﹤0.01%
71,110
-739
2402
$765K ﹤0.01%
14,075
+847
2403
$764K ﹤0.01%
38,625
+4,025
2404
$764K ﹤0.01%
66,025
-5,779
2405
$764K ﹤0.01%
15,483
+10,279
2406
$762K ﹤0.01%
5,911
-1,046
2407
$761K ﹤0.01%
23,590
-4,055
2408
$760K ﹤0.01%
187,609
-6,799
2409
$757K ﹤0.01%
37,308
-59,494
2410
$757K ﹤0.01%
+29,094
2411
$756K ﹤0.01%
27,063
+479
2412
$756K ﹤0.01%
96,587
-4,942
2413
$753K ﹤0.01%
11,860
-816
2414
$752K ﹤0.01%
7,643
-899
2415
$749K ﹤0.01%
57,452
2416
$746K ﹤0.01%
57,933
+4,716
2417
$745K ﹤0.01%
61,751
-916
2418
$743K ﹤0.01%
8,296
-5,724
2419
$742K ﹤0.01%
7,810
+924
2420
$742K ﹤0.01%
4,417
+1,029
2421
$741K ﹤0.01%
52,996
-86
2422
$741K ﹤0.01%
10,830
-2,383
2423
$741K ﹤0.01%
41,314
-3,679
2424
$740K ﹤0.01%
6,986
-5,376
2425
$740K ﹤0.01%
94,193
-14,288
95 96
97
98 99