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
1026
$6.88M 0.01%
246,991
+15,191
1027
$6.87M 0.01%
46,220
-86,708
1028
$6.86M 0.01%
47,781
-720
1029
$6.85M 0.01%
55,032
+19,905
1030
$6.85M 0.01%
127,835
+34,602
1031
$6.85M 0.01%
296,780
+99,572
1032
$6.84M 0.01%
41,071
+6,421
1033
$6.84M 0.01%
106,696
+10,474
1034
$6.82M 0.01%
40,527
+2,867
1035
$6.78M 0.01%
220,205
+9,543
1036
$6.75M 0.01%
105,558
+73,644
1037
$6.75M 0.01%
79,805
-25,355
1038
$6.75M 0.01%
200,258
+8,611
1039
$6.75M 0.01%
150,880
+27,351
1040
$6.71M 0.01%
63,493
-295
1041
$6.71M 0.01%
72,194
+7,060
1042
$6.67M 0.01%
538,901
+6,626
1043
$6.64M 0.01%
169,829
+20,542
1044
$6.63M 0.01%
111,533
-3,554
1045
$6.63M 0.01%
29,694
+2,513
1046
$6.59M 0.01%
151,703
+6,417
1047
$6.58M 0.01%
32,130
-1,541
1048
$6.56M 0.01%
414,346
+8,843
1049
$6.56M 0.01%
49,352
+5,554
1050
$6.54M 0.01%
127,674
-26,404
40 41
42
43 44