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
426
$31.3M 0.03%
624,214
+180,018
427
$31.3M 0.03%
684,264
+12,580
428
$31.2M 0.03%
374,531
+28,865
429
$30.8M 0.03%
217,159
+9,594
430
$30.8M 0.03%
891,002
+16,166
431
$30.7M 0.03%
1,138,282
+881,968
432
$30.4M 0.03%
416,597
+757
433
$30.4M 0.03%
217,547
+680
434
$30.3M 0.03%
257,803
-556
435
$30.2M 0.03%
907,664
+98,918
436
$30.2M 0.03%
375,511
+15,516
437
$30.1M 0.03%
351,839
-32,672
438
$30M 0.03%
653,984
-14,565
439
$30M 0.03%
86,451
-1,012
440
$29.9M 0.03%
604,729
-262,455
441
$29.6M 0.03%
59,869
+14,439
442
$29.5M 0.03%
284,173
-50,125
443
$29.3M 0.03%
180,046
-15,946
444
$29.3M 0.03%
151,046
+38,254
445
$29.2M 0.03%
546,751
-19,509
446
$29.2M 0.03%
850,999
-43,432
447
$29.1M 0.03%
937,697
+28,990
448
$29M 0.03%
107,322
-4,164
449
$28.9M 0.03%
51,921
+486
450
$28.9M 0.03%
499,307
-115,967
16 17
18
19 20