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
726
$14M 0.01%
424,181
-19,452
727
$14M 0.01%
1,843,289
-363
728
$14M 0.01%
57,359
+4,611
729
$14M 0.01%
142,232
+24,792
730
$14M 0.01%
629,169
-10,956
731
$13.9M 0.01%
46,454
-53
732
$13.9M 0.01%
4,680,169
-263,412
733
$13.9M 0.01%
50,083
+550
734
$13.9M 0.01%
497,812
+407,858
735
$13.8M 0.01%
277,268
-367
736
$13.8M 0.01%
563,420
+103,167
737
$13.8M 0.01%
1,059,885
+8,317
738
$13.8M 0.01%
154,811
-4,859
739
$13.8M 0.01%
105,992
+23,794
740
$13.8M 0.01%
384,030
-80,430
741
$13.8M 0.01%
185,590
+86,748
742
$13.7M 0.01%
40,673
-1,098
743
$13.7M 0.01%
207,692
+36,235
744
$13.7M 0.01%
143,412
+8,226
745
$13.7M 0.01%
60,095
+137
746
$13.6M 0.01%
180,478
+2,023
747
$13.5M 0.01%
82,270
-1,290
748
$13.5M 0.01%
703,422
-1,702,311
749
$13.4M 0.01%
309,700
-254
750
$13.4M 0.01%
358,664
+158,961
28 29
30
31 32