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
876
$9.29M 0.01%
533,494
-5,000
877
$9.22M 0.01%
47,554
+868
878
$9.18M 0.01%
241,201
+2,321
879
$9.18M 0.01%
166,638
-1,363
880
$9.17M 0.01%
190,829
+541
881
$9.14M 0.01%
396,074
-9,986
882
$9.13M 0.01%
87,852
+3,120
883
$9.12M 0.01%
311,346
-87,116
884
$9.02M 0.01%
147,956
+601
885
$8.98M 0.01%
169,159
+88,184
886
$8.93M 0.01%
30,237
+528
887
$8.93M 0.01%
179,416
+172,413
888
$8.9M 0.01%
174,776
+51,148
889
$8.87M 0.01%
1,085,945
+62,964
890
$8.85M 0.01%
176,472
+8,892
891
$8.83M 0.01%
174,391
-9,503
892
$8.83M 0.01%
195,922
+15,516
893
$8.82M 0.01%
116,435
-15,587
894
$8.8M 0.01%
384,973
-61,248
895
$8.79M 0.01%
186,138
+3,466
896
$8.74M 0.01%
328,082
-80,345
897
$8.72M 0.01%
96,873
-1,460
898
$8.68M 0.01%
143,289
+10,038
899
$8.67M 0.01%
401,175
-51,188
900
$8.67M 0.01%
169,567
+6,031
34 35
36
37 38