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
251
$74.3M 0.08%
459,268
-8,283
252
$73.3M 0.08%
674,547
+92,927
253
$73.3M 0.08%
803,878
+41,956
254
$72.7M 0.08%
576,587
-65,518
255
$72.3M 0.08%
1,982,974
+149,755
256
$72M 0.08%
1,410,258
-49,641
257
$70.6M 0.07%
465,365
-9,458
258
$70.1M 0.07%
393,624
+39,759
259
$69.5M 0.07%
1,392,918
+25,514
260
$69.3M 0.07%
1,401,356
+89,650
261
$68.7M 0.07%
162,244
-2,404
262
$68.2M 0.07%
1,184,700
+609,127
263
$68M 0.07%
667,693
-58,891
264
$67.9M 0.07%
840,496
+203,564
265
$67.6M 0.07%
340,169
-20,861
266
$67.5M 0.07%
870,615
-35,009
267
$67.4M 0.07%
493,030
-1,778
268
$66.8M 0.07%
1,335,572
-166,590
269
$66.8M 0.07%
738,775
-159,835
270
$66.3M 0.07%
599,055
+29,814
271
$66.1M 0.07%
169,937
-2,580
272
$66M 0.07%
590,553
-64,024
273
$65.9M 0.07%
240,905
+14,414
274
$65.8M 0.07%
485,860
+70,259
275
$65.8M 0.07%
1,286,871
+76,549
9 10
11
12 13