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
1076
$6.27M 0.01%
105,917
+8,912
1077
$6.27M 0.01%
440,666
+224,594
1078
$6.24M 0.01%
138,127
+39,465
1079
$6.23M 0.01%
94,508
+9,772
1080
$6.23M 0.01%
92,871
-24,859
1081
$6.21M 0.01%
266,306
-14,499
1082
$6.21M 0.01%
115,011
-1,459
1083
$6.18M 0.01%
23,329
+6,253
1084
$6.18M 0.01%
93,074
-13,495
1085
$6.18M 0.01%
63,573
+6,062
1086
$6.17M 0.01%
16,099
-769
1087
$6.16M 0.01%
150,059
-15,353
1088
$6.16M 0.01%
92,115
+25,988
1089
$6.15M 0.01%
121,705
-945
1090
$6.13M 0.01%
107,510
+509
1091
$6.1M 0.01%
75,810
-8,270
1092
$6.1M 0.01%
303,891
+45,843
1093
$6.09M 0.01%
68,699
-2,867
1094
$6.09M 0.01%
119,010
-4,645
1095
$6.09M 0.01%
23,606
+51
1096
$6.07M 0.01%
55,896
-958
1097
$6.06M 0.01%
205,554
-190,524
1098
$6.06M 0.01%
317,864
+71,345
1099
$6.05M 0.01%
56,118
-4,388
1100
$6.05M 0.01%
400,491
+92,712
42 43
44
45 46