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
1001
$7.28M 0.01%
63,384
-16,322
1002
$7.27M 0.01%
208,091
+746
1003
$7.26M 0.01%
208,120
+5,196
1004
$7.25M 0.01%
76,520
-4,509
1005
$7.24M 0.01%
17,403
+1,532
1006
$7.2M 0.01%
118,582
+19,807
1007
$7.2M 0.01%
25,906
-2,142
1008
$7.18M 0.01%
276,380
+2,157
1009
$7.17M 0.01%
91,252
-4,841
1010
$7.17M 0.01%
225,549
-3,954
1011
$7.16M 0.01%
4,567
+38
1012
$7.11M 0.01%
57,395
+4,214
1013
$7.1M 0.01%
159,647
-8,105
1014
$7.08M 0.01%
97,200
-890
1015
$7.06M 0.01%
50,346
+6,428
1016
$7.05M 0.01%
100,050
+1,543
1017
$7.04M 0.01%
149,265
+17,170
1018
$6.98M 0.01%
174,512
+46,130
1019
$6.92M 0.01%
527,975
+180,782
1020
$6.91M 0.01%
660,735
-96,459
1021
$6.91M 0.01%
170,682
+2,488
1022
$6.9M 0.01%
268,142
+4,192
1023
$6.9M 0.01%
37,712
-2,584
1024
$6.9M 0.01%
34,711
+720
1025
$6.89M 0.01%
164,262
-25,936
39 40
41
42 43