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
801
$11.7M 0.01%
111,890
+8,094
802
$11.6M 0.01%
190,846
-2,540
803
$11.5M 0.01%
101,961
-5,953
804
$11.5M 0.01%
89,703
+13,229
805
$11.5M 0.01%
102,475
+6,242
806
$11.4M 0.01%
386,343
+82,622
807
$11.3M 0.01%
550,995
+27,960
808
$11.3M 0.01%
117,144
+29,697
809
$11.3M 0.01%
152,663
+1,305
810
$11.2M 0.01%
142,135
-1,055
811
$11.1M 0.01%
71,702
-2,206
812
$11.1M 0.01%
303,781
+89,139
813
$11.1M 0.01%
327,112
-2,761
814
$11.1M 0.01%
539,442
+38,679
815
$11.1M 0.01%
378,339
+19,938
816
$11.1M 0.01%
166,872
+248
817
$11M 0.01%
112,136
+3,143
818
$11M 0.01%
235,643
+17,970
819
$10.9M 0.01%
12,328
-678
820
$10.9M 0.01%
148,387
+53,581
821
$10.9M 0.01%
432,603
-836,127
822
$10.8M 0.01%
229,382
-2,822
823
$10.8M 0.01%
169,063
+7,832
824
$10.8M 0.01%
75,198
-1,595
825
$10.8M 0.01%
221,371
+14,996
31 32
33
34 35