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
776
$12.7M 0.01%
687,257
+78,845
777
$12.7M 0.01%
257,133
+80,446
778
$12.6M 0.01%
244,139
+29,979
779
$12.5M 0.01%
47,498
+1,509
780
$12.5M 0.01%
140,765
+7,502
781
$12.5M 0.01%
686,482
+1,181
782
$12.4M 0.01%
102,375
-2,153
783
$12.4M 0.01%
41,223
-1,925
784
$12.3M 0.01%
302,641
-28,801
785
$12.3M 0.01%
1,086,251
-141,142
786
$12.2M 0.01%
503,278
-906,054
787
$12.2M 0.01%
775,846
+70,449
788
$12.2M 0.01%
609,474
-38,945
789
$12.2M 0.01%
484,493
-19,430
790
$12.1M 0.01%
99,062
-9,250
791
$12.1M 0.01%
222,640
+2,725
792
$12.1M 0.01%
104,586
+1,719
793
$12M 0.01%
62,671
-193
794
$12M 0.01%
291,374
-34,447
795
$12M 0.01%
248,878
-192,001
796
$11.9M 0.01%
254,511
+192,304
797
$11.9M 0.01%
105,454
-6,777
798
$11.9M 0.01%
502,899
+2,840
799
$11.8M 0.01%
951,769
+60,601
800
$11.7M 0.01%
446,264
+181,397
30 31
32
33 34