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
301
$55.4M 0.06%
881,804
-12,768
302
$55.3M 0.06%
1,059,490
+10,208
303
$55M 0.06%
1,041,204
-216,323
304
$55M 0.06%
213,497
+19,181
305
$54.9M 0.06%
846,497
-204,357
306
$54.8M 0.06%
70,706
-9,219
307
$54.1M 0.06%
191,711
+3,625
308
$53.6M 0.06%
225,106
-2,416
309
$53.3M 0.06%
449,558
+171,579
310
$53.1M 0.06%
153,511
+12,564
311
$52.9M 0.06%
197,001
-521
312
$52.2M 0.05%
639,600
-58,150
313
$51.8M 0.05%
1,300,414
+84,471
314
$51.6M 0.05%
392,592
-29,573
315
$51.5M 0.05%
511,835
+131,607
316
$50.9M 0.05%
103,462
+3,152
317
$50.7M 0.05%
48,245
+3,271
318
$50.5M 0.05%
1,071,786
-78,219
319
$50.3M 0.05%
2,276,958
-25,046
320
$50.2M 0.05%
1,079,773
-1,937,750
321
$50.2M 0.05%
279,469
+26,459
322
$50.2M 0.05%
837,811
+84,918
323
$50M 0.05%
1,382,912
+124,153
324
$49.2M 0.05%
449,969
+13,368
325
$48.3M 0.05%
210,804
+23,352
11 12
13
14 15