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
276
$65.4M 0.07%
433,344
-658
277
$63.9M 0.07%
504,099
+396,185
278
$63.9M 0.07%
981,742
-35,999
279
$63.6M 0.07%
2,257,278
-162,546
280
$62.9M 0.07%
200,115
+13,901
281
$62.8M 0.07%
308,073
-2,490
282
$62.4M 0.07%
2,770,887
-306,283
283
$62.4M 0.07%
369,014
-24,985
284
$62.3M 0.07%
193,618
+15,201
285
$62.3M 0.07%
649,008
+30,020
286
$62.3M 0.07%
639,093
+43,484
287
$61.9M 0.06%
117,161
+3,666
288
$61.6M 0.06%
307,670
+7,845
289
$60.7M 0.06%
764,012
+85,967
290
$60.4M 0.06%
300,556
+3,017
291
$58.2M 0.06%
898,905
+22,980
292
$57.5M 0.06%
692,993
+142,982
293
$57.3M 0.06%
364,864
-27,197
294
$56.8M 0.06%
1,276,828
+64,714
295
$56.5M 0.06%
524,997
-33,051
296
$56.5M 0.06%
764,583
-2,488
297
$56.2M 0.06%
714,379
+60,564
298
$55.9M 0.06%
554,976
+22,989
299
$55.6M 0.06%
311,483
+21,092
300
$55.5M 0.06%
451,084
-9,860
10 11
12
13 14