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
551
$21.6M 0.02%
328,422
+24,766
552
$21.6M 0.02%
367,328
+7,181
553
$21.3M 0.02%
1,102,310
-7,930
554
$21.3M 0.02%
111,397
+6,804
555
$21.2M 0.02%
905,118
+5,503
556
$21.2M 0.02%
87,420
+236
557
$21.2M 0.02%
579,100
-50,819
558
$21M 0.02%
120,574
+12,681
559
$21M 0.02%
502,776
-17,066
560
$20.9M 0.02%
149,214
+9,010
561
$20.9M 0.02%
143,707
-2,269
562
$20.9M 0.02%
211,861
+12,807
563
$20.8M 0.02%
236,202
+5,777
564
$20.7M 0.02%
573,610
+11,337
565
$20.7M 0.02%
543,862
+105,713
566
$20.6M 0.02%
1,944,549
+234,204
567
$20.5M 0.02%
169,461
+21,226
568
$20.5M 0.02%
72,080
+384
569
$20.4M 0.02%
243,014
+49,588
570
$20.4M 0.02%
81,923
-38,825
571
$20.3M 0.02%
83,975
-4,301
572
$20.3M 0.02%
269,038
-1,892
573
$20.2M 0.02%
252,044
-19,065
574
$20.2M 0.02%
213,501
+16,925
575
$20.1M 0.02%
156,657
+101,263
21 22
23
24 25