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
751
$13.4M 0.01%
132,472
-4,959
752
$13.4M 0.01%
174,821
+11,297
753
$13.4M 0.01%
+103,159
754
$13.3M 0.01%
190,895
+4,959
755
$13.3M 0.01%
223,463
+18,540
756
$13.2M 0.01%
30,892
-385
757
$13.2M 0.01%
146,232
+3,496
758
$13.2M 0.01%
148,776
+6,822
759
$13.2M 0.01%
440,651
-27,555
760
$13.1M 0.01%
341,175
+23,398
761
$13.1M 0.01%
75,284
+11,961
762
$13.1M 0.01%
176,443
+4,154
763
$13.1M 0.01%
99,596
+10,811
764
$13.1M 0.01%
317,420
+33,162
765
$13M 0.01%
178,697
+5,698
766
$13M 0.01%
209,292
-14,840
767
$13M 0.01%
440,844
+119,454
768
$12.9M 0.01%
889,183
+89,651
769
$12.8M 0.01%
650,996
+46,508
770
$12.8M 0.01%
878,953
+69,042
771
$12.8M 0.01%
214,238
-3,489
772
$12.8M 0.01%
40,113
-19,230
773
$12.8M 0.01%
162,879
+8,200
774
$12.8M 0.01%
+438,519
775
$12.7M 0.01%
93,411
+963
29 30
31
32 33