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
676
$16.1M 0.02%
960,228
-72,015
677
$16.1M 0.02%
85,120
+696
678
$16.1M 0.02%
1,177,480
+92,475
679
$16.1M 0.02%
659,111
+15,052
680
$16M 0.02%
310,184
-43,102
681
$15.9M 0.02%
138,579
-23,509
682
$15.9M 0.02%
125,127
+78,980
683
$15.9M 0.02%
264,730
+49,861
684
$15.8M 0.02%
384,354
+25,437
685
$15.8M 0.02%
142,075
+20,675
686
$15.8M 0.02%
163,824
+2,859
687
$15.8M 0.02%
523,458
+21,196
688
$15.7M 0.02%
36,017
-746
689
$15.7M 0.02%
102,036
+6,858
690
$15.7M 0.02%
703,679
+179,650
691
$15.7M 0.02%
333,342
+8,837
692
$15.5M 0.02%
162,032
-697
693
$15.5M 0.02%
117,146
-26,557
694
$15.4M 0.02%
232,738
+24,731
695
$15.3M 0.02%
117,501
+6,188
696
$15.3M 0.02%
366,280
+192,520
697
$15.2M 0.02%
182,032
+7,151
698
$15.2M 0.02%
541,224
-9,080
699
$15.2M 0.02%
297,691
+1,771
700
$15.1M 0.02%
29,878
-11,918
26 27
28
29 30