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
1126
$5.81M 0.01%
228,073
+32,240
1127
$5.81M 0.01%
318,062
+145,848
1128
$5.79M 0.01%
288,647
+8,294
1129
$5.79M 0.01%
236,683
-387
1130
$5.78M 0.01%
65,377
+8,780
1131
$5.77M 0.01%
292,496
+23,101
1132
$5.76M 0.01%
162,597
-249,963
1133
$5.76M 0.01%
54,322
-3,858
1134
$5.74M 0.01%
423,341
+4,778
1135
$5.74M 0.01%
42,919
-16,149
1136
$5.73M 0.01%
391,110
-39,487
1137
$5.66M 0.01%
60,611
-102
1138
$5.65M 0.01%
69,143
-9,617
1139
$5.65M 0.01%
4,439
+423
1140
$5.65M 0.01%
48,808
+377
1141
$5.63M 0.01%
574
-334
1142
$5.63M 0.01%
93,530
+5,483
1143
$5.63M 0.01%
65,314
-4,619
1144
$5.62M 0.01%
73,991
+28
1145
$5.62M 0.01%
45,111
-6,282
1146
$5.61M 0.01%
179,424
+22,400
1147
$5.59M 0.01%
84,722
-2,511
1148
$5.58M 0.01%
56,100
+10,925
1149
$5.58M 0.01%
441,673
+1,021
1150
$5.56M 0.01%
79,081
-34,692
44 45
46
47 48