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
2426
$740K ﹤0.01%
85,983
-2,874
2427
$739K ﹤0.01%
12,175
+2,833
2428
$739K ﹤0.01%
12,300
-25
2429
$737K ﹤0.01%
30,807
+8,502
2430
$734K ﹤0.01%
58,568
-1,905
2431
$734K ﹤0.01%
52,909
+3,206
2432
$732K ﹤0.01%
55,404
+8,841
2433
$731K ﹤0.01%
15,376
+1,705
2434
$731K ﹤0.01%
63,009
-2,900
2435
$731K ﹤0.01%
22,135
+12,570
2436
$730K ﹤0.01%
11,091
+5,759
2437
$729K ﹤0.01%
29,869
-4,774
2438
$729K ﹤0.01%
+13,620
2439
$727K ﹤0.01%
14,210
-1,868
2440
$726K ﹤0.01%
9,158
+2,799
2441
$723K ﹤0.01%
9,150
-1,711
2442
$723K ﹤0.01%
13,220
-2,906
2443
$723K ﹤0.01%
16,075
-25
2444
$720K ﹤0.01%
94,524
+17,773
2445
$718K ﹤0.01%
19,300
+4,691
2446
$715K ﹤0.01%
11,983
-3,821
2447
$714K ﹤0.01%
18,863
-3,162
2448
$713K ﹤0.01%
30,014
-32,826
2449
$713K ﹤0.01%
18,370
+3,472
2450
$710K ﹤0.01%
76,677
96 97
98
99 100