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
651
$16.9M 0.02%
175,854
+41,194
652
$16.8M 0.02%
74,429
-3,137
653
$16.8M 0.02%
234,561
+4,055
654
$16.8M 0.02%
143,315
-1,654
655
$16.8M 0.02%
28,791
+2,743
656
$16.8M 0.02%
133,872
+3,860
657
$16.8M 0.02%
119,568
-183
658
$16.6M 0.02%
86,738
+920
659
$16.6M 0.02%
128,526
-10,203
660
$16.6M 0.02%
75,087
-17,416
661
$16.6M 0.02%
241,772
+4,762
662
$16.6M 0.02%
248,732
-7,533
663
$16.6M 0.02%
244,498
+7,323
664
$16.5M 0.02%
1,125,254
-41,466
665
$16.4M 0.02%
476,329
+255,042
666
$16.4M 0.02%
543,063
-23,779
667
$16.3M 0.02%
331,255
-189,657
668
$16.3M 0.02%
141,310
-51,271
669
$16.3M 0.02%
488,891
+178,493
670
$16.2M 0.02%
107,626
+1,434
671
$16.2M 0.02%
685,053
+413,423
672
$16.2M 0.02%
26,996
+273
673
$16.2M 0.02%
122,965
+32
674
$16.2M 0.02%
55,507
+4,156
675
$16.1M 0.02%
375,525
-41,802
25 26
27
28 29