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
526
$23.1M 0.02%
56,838
+2,664
527
$23.1M 0.02%
1,024,921
+970,986
528
$22.9M 0.02%
208,808
+25,153
529
$22.9M 0.02%
507,376
-4,347
530
$22.9M 0.02%
677,214
+57,479
531
$22.9M 0.02%
689,359
+26,348
532
$22.9M 0.02%
99,297
+18,835
533
$22.9M 0.02%
107,886
-32,077
534
$22.8M 0.02%
254,323
+3,518
535
$22.7M 0.02%
318,812
-42,553
536
$22.5M 0.02%
606,767
-117,733
537
$22.5M 0.02%
385,926
-30,795
538
$22.5M 0.02%
223,926
+93,998
539
$22.4M 0.02%
204,770
-3,397
540
$22.4M 0.02%
160,326
+4,695
541
$22.2M 0.02%
442,432
+265,865
542
$22.2M 0.02%
671,173
+14,971
543
$22.2M 0.02%
433,365
+32,386
544
$22.2M 0.02%
82,752
-703
545
$22.2M 0.02%
958,235
-436,596
546
$22.1M 0.02%
777,328
-43,029
547
$22M 0.02%
215,277
+10,694
548
$21.9M 0.02%
50,092
+52
549
$21.9M 0.02%
245,763
+5,655
550
$21.6M 0.02%
424,002
-28,345
20 21
22
23 24