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
451
$28.6M 0.03%
356,721
-583
452
$28.6M 0.03%
122,831
-22,192
453
$28.5M 0.03%
439,054
-141,961
454
$28.5M 0.03%
288,109
+49,550
455
$28.3M 0.03%
266,849
+76,407
456
$28.2M 0.03%
190,723
-6,946
457
$28.2M 0.03%
30,505
+1,817
458
$27.9M 0.03%
887,672
+94,812
459
$27.5M 0.03%
570,548
+277,823
460
$27.5M 0.03%
222,539
-30,858
461
$27.4M 0.03%
188,724
+663
462
$27.4M 0.03%
1,326,531
+48,937
463
$27.3M 0.03%
510,124
+176,571
464
$27.2M 0.03%
330,642
+70,508
465
$27.2M 0.03%
124,521
+11,827
466
$27.2M 0.03%
57,859
+187
467
$27M 0.03%
224,692
-58,648
468
$27M 0.03%
257,801
-18,565
469
$27M 0.03%
309,716
+15,181
470
$27M 0.03%
199,721
+13,382
471
$26.7M 0.03%
970,719
+83,194
472
$26.5M 0.03%
1,127,337
+984,047
473
$26.4M 0.03%
263,830
+28,568
474
$26.4M 0.03%
1,167,771
+101,040
475
$26.4M 0.03%
588,886
-168,016
17 18
19
20 21