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
226
$85.4M 0.09%
328,295
+25,606
227
$84.8M 0.09%
1,706,096
+59,179
228
$84.4M 0.09%
1,081,080
-274,161
229
$84.3M 0.09%
1,144,202
+151,302
230
$83.8M 0.09%
510,508
+6,693
231
$83.7M 0.09%
2,362,920
-98,025
232
$83.6M 0.09%
794,043
+2,050
233
$82.6M 0.09%
1,265,658
+202,389
234
$81.8M 0.09%
1,122,455
+13,180
235
$81.5M 0.09%
350,417
-19,634
236
$81.3M 0.09%
1,514,301
+199,961
237
$81.3M 0.09%
705,490
-60,268
238
$79.9M 0.08%
879,836
-34,355
239
$79.9M 0.08%
366,601
+27,931
240
$78.8M 0.08%
97,354
-734
241
$78.6M 0.08%
489,507
-18,745
242
$78.6M 0.08%
1,098,246
+27,172
243
$78.4M 0.08%
819,227
+813,062
244
$77.6M 0.08%
54,360
+5,116
245
$76.9M 0.08%
400,269
-13,169
246
$76.3M 0.08%
341,786
-33,477
247
$76.1M 0.08%
1,499,343
+65,602
248
$75.1M 0.08%
364,056
-2,100
249
$75M 0.08%
1,183,181
+20,249
250
$74.4M 0.08%
291,896
+58,658
8 9
10
11 12