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
351
$43.1M 0.05%
822,091
+19,198
352
$43M 0.05%
1,225,952
+65,826
353
$43M 0.05%
951,289
+238,855
354
$42.8M 0.04%
1,199,154
-1,810
355
$42.6M 0.04%
1,015,831
+1,213
356
$42.6M 0.04%
224,503
-26,829
357
$42.6M 0.04%
1,633,852
+59,056
358
$42.4M 0.04%
1,763,994
+1,544,102
359
$42M 0.04%
649,979
+5,280
360
$41.4M 0.04%
329,050
-4,376
361
$41.3M 0.04%
121,393
+6,980
362
$40.8M 0.04%
508,618
-8,391
363
$40.7M 0.04%
156,487
+9,575
364
$40.6M 0.04%
324,705
+23,447
365
$40.5M 0.04%
90,110
-9,197
366
$40.5M 0.04%
813,246
+82,621
367
$40.4M 0.04%
172,533
+4,583
368
$40.3M 0.04%
329,218
-124
369
$40.2M 0.04%
158,224
+2,876
370
$39.6M 0.04%
69,509
+13,100
371
$39.3M 0.04%
503,956
+18,052
372
$39.2M 0.04%
469,214
+20,771
373
$39M 0.04%
389,547
-35,672
374
$38.8M 0.04%
351,686
+10,152
375
$38.8M 0.04%
992,276
-121,179
13 14
15
16 17