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
1101
$6.04M 0.01%
38,009
+5,832
1102
$6.03M 0.01%
116,806
-16,769
1103
$6.02M 0.01%
119,814
-21,223
1104
$6M 0.01%
44,609
+330
1105
$5.98M 0.01%
139,688
+1,970
1106
$5.97M 0.01%
181,838
+12,947
1107
$5.95M 0.01%
82,227
+7,501
1108
$5.94M 0.01%
65,214
+1,116
1109
$5.92M 0.01%
23,377
+11,468
1110
$5.92M 0.01%
115,931
-3,814
1111
$5.92M 0.01%
45,001
-7,700
1112
$5.92M 0.01%
30,469
-698
1113
$5.91M 0.01%
117,836
+74,608
1114
$5.91M 0.01%
34,377
+1,339
1115
$5.9M 0.01%
357,579
-26,088
1116
$5.89M 0.01%
60,984
+4,966
1117
$5.89M 0.01%
172,430
-6,561
1118
$5.89M 0.01%
41,170
+4,094
1119
$5.87M 0.01%
251,932
-20,565
1120
$5.86M 0.01%
34,361
-32,499
1121
$5.86M 0.01%
110,579
-12,992
1122
$5.86M 0.01%
47,351
+32,617
1123
$5.86M 0.01%
18,349
-421
1124
$5.85M 0.01%
99,047
-59,461
1125
$5.81M 0.01%
293,977
+9,061
43 44
45
46 47