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
901
$8.67M 0.01%
111,864
+13,008
902
$8.66M 0.01%
777,824
-49,096
903
$8.65M 0.01%
260,612
+1,153
904
$8.65M 0.01%
308,423
+88,798
905
$8.65M 0.01%
51,863
+2,005
906
$8.65M 0.01%
66,764
+1,782
907
$8.62M 0.01%
996,966
+22,548
908
$8.61M 0.01%
33,864
+936
909
$8.6M 0.01%
76,145
+894
910
$8.58M 0.01%
446,828
+3,654
911
$8.58M 0.01%
103,061
+10,843
912
$8.56M 0.01%
480,098
+96,448
913
$8.51M 0.01%
109,952
+4,003
914
$8.5M 0.01%
30,219
+471
915
$8.5M 0.01%
347,507
+1,922
916
$8.49M 0.01%
323,290
-125,141
917
$8.49M 0.01%
84,734
-2,835
918
$8.43M 0.01%
42,529
+282
919
$8.39M 0.01%
421,764
-19,673
920
$8.37M 0.01%
40,175
+1,978
921
$8.35M 0.01%
162,314
-573
922
$8.35M 0.01%
157,600
+7,585
923
$8.33M 0.01%
394,530
-144,903
924
$8.32M 0.01%
131,348
+62,956
925
$8.3M 0.01%
504,414
-87,140
35 36
37
38 39