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
1051
$6.54M 0.01%
62,480
+3,896
1052
$6.54M 0.01%
296,426
+15,736
1053
$6.52M 0.01%
19,942
+205
1054
$6.51M 0.01%
105,774
+3,153
1055
$6.49M 0.01%
59,739
+288
1056
$6.49M 0.01%
222,551
-24,911
1057
$6.49M 0.01%
156,432
-6,770
1058
$6.49M 0.01%
223,334
+4,707
1059
$6.48M 0.01%
59,369
+7,910
1060
$6.45M 0.01%
137,264
-18,656
1061
$6.43M 0.01%
32,329
+3,864
1062
$6.42M 0.01%
90,929
-820
1063
$6.41M 0.01%
36,387
+5,989
1064
$6.4M 0.01%
103,110
+1,169
1065
$6.39M 0.01%
114,950
+1,262
1066
$6.39M 0.01%
203,482
+28,701
1067
$6.38M 0.01%
88,382
+37
1068
$6.36M 0.01%
89,596
+221
1069
$6.36M 0.01%
131,096
-12,294
1070
$6.35M 0.01%
14,754
-6,166
1071
$6.35M 0.01%
224,841
-1,338
1072
$6.33M 0.01%
117,528
+35,074
1073
$6.32M 0.01%
198,761
+88,253
1074
$6.31M 0.01%
96,587
+1,505
1075
$6.29M 0.01%
39,964
-154
41 42
43
44 45