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
376
$38.8M 0.04%
360,420
-28,813
377
$38.7M 0.04%
82,359
+458
378
$38.6M 0.04%
673,220
+14,562
379
$38.6M 0.04%
707,856
+42,353
380
$38.5M 0.04%
400,987
-6,563
381
$38.4M 0.04%
1,343,477
+103,409
382
$38.4M 0.04%
420,790
+11,481
383
$38.1M 0.04%
63,121
+3,024
384
$38.1M 0.04%
367,340
+1,712
385
$38M 0.04%
471,686
+27,584
386
$38M 0.04%
346,482
+13,936
387
$38M 0.04%
834,191
+363,241
388
$37.8M 0.04%
687,633
+144,073
389
$37.6M 0.04%
455,702
+130,841
390
$37.4M 0.04%
277,022
-4,027
391
$37.4M 0.04%
99,279
+1,427
392
$37.4M 0.04%
143,725
+24,939
393
$37.2M 0.04%
2,056,722
+341,396
394
$36.8M 0.04%
265,414
-2,391
395
$36.6M 0.04%
487,038
+24,738
396
$36.4M 0.04%
211,316
+28,124
397
$36.3M 0.04%
76,550
-1,947
398
$36.2M 0.04%
537,546
+6,023
399
$36.1M 0.04%
1,037,776
-12,101
400
$35.9M 0.04%
279,603
+30,547
14 15
16
17 18