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
2451
$709K ﹤0.01%
58,146
+29
2452
$707K ﹤0.01%
11,611
-2,048
2453
$706K ﹤0.01%
7,233
-1,597
2454
$706K ﹤0.01%
5,003
-56
2455
$704K ﹤0.01%
62,670
-5,737
2456
$704K ﹤0.01%
7,503
+293
2457
$703K ﹤0.01%
4,386
+174
2458
$703K ﹤0.01%
71,546
+13,435
2459
$702K ﹤0.01%
27,837
-676
2460
$702K ﹤0.01%
27,082
-6,900
2461
$700K ﹤0.01%
54,346
-295
2462
$698K ﹤0.01%
11,627
-1,300
2463
$698K ﹤0.01%
58,468
+807
2464
$694K ﹤0.01%
35,725
-979
2465
$694K ﹤0.01%
28,995
-1,000
2466
$694K ﹤0.01%
20,696
-1,213
2467
$694K ﹤0.01%
148,970
+81,990
2468
$693K ﹤0.01%
51,756
+32,473
2469
$693K ﹤0.01%
4,094
+992
2470
$692K ﹤0.01%
17,756
-62,307
2471
$692K ﹤0.01%
8,822
+3,735
2472
$687K ﹤0.01%
28,887
+3,993
2473
$687K ﹤0.01%
27,461
-1,544
2474
$685K ﹤0.01%
23,370
+3,175
2475
$683K ﹤0.01%
15,173
-646
97 98
99
100 101