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
626
$17.3M 0.02%
280,148
+109,450
627
$17.3M 0.02%
156,655
+7,716
628
$17.3M 0.02%
87,131
-28,205
629
$17.2M 0.02%
76,531
+7,195
630
$17.2M 0.02%
138,729
+2,045
631
$17.2M 0.02%
330,745
+16,894
632
$17.2M 0.02%
108,034
+6,066
633
$17.1M 0.02%
215,229
+181,842
634
$17.1M 0.02%
134,790
-7,537
635
$17.1M 0.02%
76,004
-2,847
636
$17.1M 0.02%
502,228
-4,834
637
$17.1M 0.02%
325,563
+30,505
638
$17.1M 0.02%
129,108
-1,795
639
$17.1M 0.02%
359,024
-5,227
640
$17.1M 0.02%
29,213
-1,686
641
$17M 0.02%
381,223
+106,623
642
$17M 0.02%
33,616
-5,996
643
$17M 0.02%
95,718
-5,714
644
$17M 0.02%
63,984
+333
645
$17M 0.02%
181,192
+15,821
646
$16.9M 0.02%
273,314
+24,149
647
$16.9M 0.02%
129,037
+1,189
648
$16.9M 0.02%
506,111
-171,892
649
$16.9M 0.02%
37,599
+5,555
650
$16.9M 0.02%
247,957
-9,125
24 25
26
27 28