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
476
$26.3M 0.03%
755,286
+17,246
477
$26.2M 0.03%
267,345
+15,936
478
$26.2M 0.03%
263,341
+81,057
479
$26.1M 0.03%
515,818
-21,428
480
$26.1M 0.03%
1,333,626
+93,505
481
$26.1M 0.03%
335,735
+3,260
482
$26M 0.03%
245,930
+6,935
483
$25.9M 0.03%
436,432
+11,575
484
$25.8M 0.03%
889,525
+416,884
485
$25.8M 0.03%
237,596
+23,339
486
$25.7M 0.03%
157,765
+12,940
487
$25.7M 0.03%
68,287
+2,722
488
$25.6M 0.03%
532,561
-121,444
489
$25.6M 0.03%
231,806
+2,670
490
$25.4M 0.03%
69,856
+3,241
491
$25.4M 0.03%
237,994
+1,642
492
$25.4M 0.03%
47,121
-4,553
493
$25.2M 0.03%
120,234
+80,162
494
$25.2M 0.03%
219,027
+8,284
495
$25.2M 0.03%
96,284
+2,233
496
$25M 0.03%
821,559
+4,917
497
$24.9M 0.03%
339,994
-2,707
498
$24.8M 0.03%
12,104
-43,687
499
$24.8M 0.03%
493,781
+12,936
500
$24.7M 0.03%
604,973
+53,440
18 19
20
21 22