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
601
$18.6M 0.02%
769,060
+51,825
602
$18.6M 0.02%
445,118
+1,116
603
$18.5M 0.02%
140,725
-1,102
604
$18.4M 0.02%
716,369
+245,698
605
$18.4M 0.02%
122,219
-19,238
606
$18.3M 0.02%
47,142
+8,662
607
$18.3M 0.02%
407,264
-135,583
608
$18.3M 0.02%
79,289
-54,535
609
$18.3M 0.02%
359,600
-51,842
610
$18.2M 0.02%
75,899
-871
611
$18.2M 0.02%
269,785
+7,642
612
$18.2M 0.02%
589,142
+22,704
613
$18.1M 0.02%
153,656
-646
614
$18.1M 0.02%
184,639
-2,740
615
$18.1M 0.02%
377,950
-96,343
616
$18M 0.02%
270,537
-2,813
617
$18M 0.02%
250,187
-110,043
618
$17.9M 0.02%
65,971
-11,244
619
$17.9M 0.02%
232,237
+35,710
620
$17.7M 0.02%
97,161
+28,576
621
$17.6M 0.02%
103,201
+18,350
622
$17.6M 0.02%
272,263
-6,979
623
$17.6M 0.02%
83,232
+5,802
624
$17.5M 0.02%
683,514
+18,375
625
$17.4M 0.02%
395,985
-20,867
23 24
25
26 27