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
326
$48.2M 0.05%
267,885
+6,025
327
$47.9M 0.05%
674,380
-16,554
328
$47.9M 0.05%
654,642
+53,776
329
$47.9M 0.05%
11,380
-559
330
$47.7M 0.05%
169,408
-894
331
$47.6M 0.05%
433,070
+8,462
332
$47.1M 0.05%
440,175
+6,049
333
$46.3M 0.05%
1,915,112
-2,756,166
334
$45.9M 0.05%
598,020
-14,520
335
$45.8M 0.05%
547,398
+90,907
336
$45.8M 0.05%
2,187,083
+47,036
337
$45.7M 0.05%
305,078
+3,677
338
$45.6M 0.05%
178,370
-3,661
339
$45M 0.05%
565,797
-7,581
340
$44.8M 0.05%
23,071
-340
341
$44.7M 0.05%
941,430
-69,047
342
$44.6M 0.05%
537,015
+90,159
343
$44.5M 0.05%
458,671
+21,551
344
$44.1M 0.05%
473,742
-113,962
345
$44.1M 0.05%
337,657
+37,889
346
$44M 0.05%
+1,016,927
347
$43.9M 0.05%
94,332
-2,315
348
$43.6M 0.05%
767,793
-177
349
$43.4M 0.05%
1,850,433
-439,114
350
$43.2M 0.05%
307,891
+84,280
12 13
14
15 16