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
401
$35.5M 0.04%
1,535,181
+252,242
402
$35.4M 0.04%
198,127
+4,340
403
$35.3M 0.04%
948,470
+17,561
404
$35.1M 0.04%
317,661
-157,657
405
$34.8M 0.04%
522,245
+22,995
406
$34.6M 0.04%
476,688
+4,798
407
$34.6M 0.04%
682,950
+3,634
408
$34.5M 0.04%
131,347
+1,906
409
$34.5M 0.04%
128,909
+1,145
410
$34.2M 0.04%
322,047
+31,287
411
$34.2M 0.04%
1,267,524
-136,335
412
$34.1M 0.04%
261,154
+129,622
413
$33.6M 0.04%
669,936
-145,109
414
$33.5M 0.04%
77,810
+680
415
$33.3M 0.03%
222,341
-6,053
416
$33.3M 0.03%
279,961
-106,556
417
$33M 0.03%
119,841
-16,534
418
$32.7M 0.03%
193,840
+35,760
419
$32.5M 0.03%
415,056
-6,573
420
$32.4M 0.03%
562,547
+10,892
421
$32.4M 0.03%
362,019
+23,838
422
$32.3M 0.03%
1,309,275
+122,266
423
$31.7M 0.03%
129,329
-3,838
424
$31.7M 0.03%
126,512
+19,523
425
$31.5M 0.03%
253,665
+65,615
15 16
17
18 19