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
826
$10.8M 0.01%
213,906
+2,671
827
$10.8M 0.01%
135,637
+47
828
$10.8M 0.01%
229,004
-1,640
829
$10.7M 0.01%
205,325
+18,433
830
$10.7M 0.01%
3,399
+241
831
$10.7M 0.01%
55,813
-2,842
832
$10.7M 0.01%
424,650
-30,012
833
$10.6M 0.01%
194,209
+30,500
834
$10.6M 0.01%
88,123
-14,194
835
$10.5M 0.01%
267,396
-16,344
836
$10.5M 0.01%
254,966
+87
837
$10.4M 0.01%
205,871
+1,718
838
$10.3M 0.01%
88,120
+822
839
$10.3M 0.01%
251,468
+12,702
840
$10.1M 0.01%
164,653
-3,103
841
$10.1M 0.01%
60,750
+4,516
842
$10.1M 0.01%
96,023
-5,069
843
$10.1M 0.01%
168,768
+6,283
844
$10M 0.01%
837,291
+25,690
845
$10M 0.01%
909,058
+89,118
846
$9.99M 0.01%
553,578
-284,367
847
$9.98M 0.01%
315,484
-845
848
$9.95M 0.01%
82,563
+242
849
$9.95M 0.01%
71,767
-25,214
850
$9.94M 0.01%
54,702
-260
32 33
34
35 36