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
976
$7.55M 0.01%
108,257
-117,935
977
$7.55M 0.01%
108,132
+3,513
978
$7.54M 0.01%
43,904
-992
979
$7.53M 0.01%
239,091
+28,388
980
$7.53M 0.01%
90,027
-12,072
981
$7.52M 0.01%
106,627
+5,570
982
$7.52M 0.01%
255,613
-810
983
$7.51M 0.01%
47,279
-2,854
984
$7.49M 0.01%
72,435
+4,594
985
$7.48M 0.01%
623,360
+177,997
986
$7.48M 0.01%
132,147
-5,217
987
$7.48M 0.01%
21,654
-1,911
988
$7.48M 0.01%
364,498
-5,183
989
$7.47M 0.01%
263,711
-5,982
990
$7.44M 0.01%
19,057
-3,078
991
$7.43M 0.01%
197,114
-52,645
992
$7.43M 0.01%
119,684
-33,508
993
$7.39M 0.01%
158,454
+17,020
994
$7.34M 0.01%
198,321
+974
995
$7.34M 0.01%
129,677
-4,791
996
$7.32M 0.01%
372,692
-17,040
997
$7.31M 0.01%
182,505
-33,635
998
$7.31M 0.01%
118,447
+10,834
999
$7.3M 0.01%
94,461
+1,409
1000
$7.28M 0.01%
40,243
-48
38 39
40
41 42