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
951
$7.95M 0.01%
71,983
+33,884
952
$7.93M 0.01%
392,462
-51,473
953
$7.92M 0.01%
62,741
+4,185
954
$7.9M 0.01%
49,747
-85,254
955
$7.9M 0.01%
72,465
-786
956
$7.88M 0.01%
371,854
+31,567
957
$7.85M 0.01%
123,977
-14,465
958
$7.83M 0.01%
104,821
+18,607
959
$7.8M 0.01%
16,760
+806
960
$7.8M 0.01%
181,152
-54,716
961
$7.8M 0.01%
778,068
+201,360
962
$7.77M 0.01%
23,269
-16,643
963
$7.76M 0.01%
89,700
-10,494
964
$7.75M 0.01%
43,512
+13,591
965
$7.7M 0.01%
634,068
+128,375
966
$7.7M 0.01%
95,660
-13,753
967
$7.68M 0.01%
4,171
+158
968
$7.67M 0.01%
675,918
+191,080
969
$7.67M 0.01%
195,628
+42,431
970
$7.67M 0.01%
137,612
+17,973
971
$7.66M 0.01%
93,165
+11,088
972
$7.63M 0.01%
66,322
+1,033
973
$7.58M 0.01%
234,128
+18,936
974
$7.57M 0.01%
70,407
+43,237
975
$7.56M 0.01%
1,904,207
+1,613
37 38
39
40 41