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
701
$15.1M 0.02%
643,298
+45,383
702
$15M 0.02%
194,390
-42,573
703
$14.9M 0.02%
198,518
-737
704
$14.9M 0.02%
645,420
+178,982
705
$14.8M 0.02%
180,014
-4,097
706
$14.7M 0.02%
81,261
-1,872
707
$14.7M 0.02%
402,936
+15,911
708
$14.7M 0.02%
155,799
+88,886
709
$14.7M 0.02%
72,943
+3,604
710
$14.5M 0.02%
121,288
+8,550
711
$14.5M 0.02%
1,370,052
-141,126
712
$14.4M 0.02%
461,983
-20,771
713
$14.4M 0.02%
307,572
+78,294
714
$14.3M 0.02%
124,442
+836
715
$14.3M 0.02%
130,841
-1,303
716
$14.3M 0.02%
771,899
+7,918
717
$14.3M 0.01%
415,653
+8,844
718
$14.2M 0.01%
311,738
-6,896
719
$14.2M 0.01%
582,247
-84,345
720
$14.2M 0.01%
115,112
-56,344
721
$14.2M 0.01%
89,788
+26,780
722
$14.2M 0.01%
58,940
-4,556
723
$14.2M 0.01%
207,610
-3,320
724
$14.1M 0.01%
240,614
-15,119
725
$14M 0.01%
125,583
-33,360
27 28
29
30 31