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
576
$20.1M 0.02%
228,099
+50,980
577
$20.1M 0.02%
201,902
-266,813
578
$20.1M 0.02%
70,021
+3,091
579
$20.1M 0.02%
837,210
-113,374
580
$20M 0.02%
132,741
-1,518
581
$20M 0.02%
614,090
-322,237
582
$19.9M 0.02%
1,956,486
-5,122
583
$19.9M 0.02%
329,167
+680
584
$19.9M 0.02%
229,255
+1,754
585
$19.8M 0.02%
228,494
-9,511
586
$19.8M 0.02%
100,593
-10,325
587
$19.8M 0.02%
430,930
-21,877
588
$19.8M 0.02%
42,909
-1,025
589
$19.7M 0.02%
+393,879
590
$19.4M 0.02%
119,072
+22,690
591
$19.3M 0.02%
132,693
+2,486
592
$19.3M 0.02%
266,675
+63,760
593
$19.2M 0.02%
505,696
+18,521
594
$19M 0.02%
1,010,581
+23,381
595
$18.9M 0.02%
525,710
-4,244
596
$18.8M 0.02%
59,432
+4,804
597
$18.7M 0.02%
143,783
+34,396
598
$18.7M 0.02%
1,609,798
+93,061
599
$18.6M 0.02%
56,708
+82
600
$18.6M 0.02%
68,582
-35,203
22 23
24
25 26