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
926
$8.29M 0.01%
130,079
-1,246
927
$8.27M 0.01%
117,648
+21,985
928
$8.27M 0.01%
37,438
-74
929
$8.25M 0.01%
39,813
-461
930
$8.24M 0.01%
79,832
-257
931
$8.23M 0.01%
+419,985
932
$8.22M 0.01%
315,839
+3,959
933
$8.19M 0.01%
112,847
+3,162
934
$8.19M 0.01%
236,318
-2,722
935
$8.19M 0.01%
69,053
-36,427
936
$8.18M 0.01%
275,114
-4,829
937
$8.17M 0.01%
22,695
+720
938
$8.16M 0.01%
113,293
+4,677
939
$8.15M 0.01%
82,531
+5,190
940
$8.15M 0.01%
42,735
-10,573
941
$8.14M 0.01%
283,117
-105,368
942
$8.13M 0.01%
130,670
+2,325
943
$8.1M 0.01%
867,022
+1,087
944
$8.1M 0.01%
551,474
-137,408
945
$8.09M 0.01%
170,398
-6,524
946
$8.07M 0.01%
395,955
+61,276
947
$8.06M 0.01%
181,825
+6,113
948
$7.98M 0.01%
333,433
-10,372
949
$7.95M 0.01%
75,546
+34,145
950
$7.95M 0.01%
612,756
+29,620
36 37
38
39 40