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
501
$24.7M 0.03%
137,187
-4,060
502
$24.7M 0.03%
192,874
+23,585
503
$24.7M 0.03%
262,924
+39,094
504
$24.5M 0.03%
153,638
-35,836
505
$24.3M 0.03%
47,911
+5,759
506
$24.2M 0.03%
82,301
-10,592
507
$24.2M 0.03%
168,513
+17,375
508
$24.2M 0.03%
45,438
+10,770
509
$24.1M 0.03%
114,992
-3,524
510
$24.1M 0.03%
254,670
+16,899
511
$24.1M 0.03%
179,641
-2,125
512
$24M 0.03%
261,425
+28,313
513
$24M 0.03%
64,824
-2,678
514
$23.8M 0.03%
632,984
+36,141
515
$23.7M 0.02%
152,000
+14,668
516
$23.6M 0.02%
465,334
+4,030
517
$23.6M 0.02%
64,083
+8,919
518
$23.6M 0.02%
676,988
+38,864
519
$23.5M 0.02%
639,813
+114,531
520
$23.4M 0.02%
556,709
+2,440
521
$23.2M 0.02%
97,343
-111
522
$23.2M 0.02%
559,466
+2,739
523
$23.2M 0.02%
897,904
+271,297
524
$23.2M 0.02%
584,573
-32,815
525
$23.1M 0.02%
264,208
+18,733
19 20
21
22 23