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
851
$9.94M 0.01%
49,012
-26,142
852
$9.91M 0.01%
112,006
-526
853
$9.87M 0.01%
152,246
+68,746
854
$9.86M 0.01%
481,974
-196,708
855
$9.84M 0.01%
399,931
-578
856
$9.83M 0.01%
153,984
-136
857
$9.81M 0.01%
481,179
+5,764
858
$9.79M 0.01%
192,386
+77,370
859
$9.78M 0.01%
1,121,933
+76,821
860
$9.76M 0.01%
172,548
-24,275
861
$9.73M 0.01%
104,969
+10,136
862
$9.73M 0.01%
55,129
+9,936
863
$9.72M 0.01%
144,841
-35,554
864
$9.72M 0.01%
93,520
+2,040
865
$9.7M 0.01%
115,250
+3,623
866
$9.67M 0.01%
81,413
+39,358
867
$9.63M 0.01%
471,131
+8,945
868
$9.57M 0.01%
23,945
+5,914
869
$9.56M 0.01%
100,499
+4,271
870
$9.36M 0.01%
86,691
-13,872
871
$9.34M 0.01%
7,287
+1,084
872
$9.33M 0.01%
188,270
-2,466
873
$9.33M 0.01%
501,258
-113,245
874
$9.3M 0.01%
203,566
+582
875
$9.3M 0.01%
245,268
+8,259
33 34
35
36 37