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
1151
$5.54M 0.01%
164,760
+944
1152
$5.53M 0.01%
49,474
+1,940
1153
$5.51M 0.01%
80,961
+1,825
1154
$5.51M 0.01%
99,531
-4,700
1155
$5.49M 0.01%
228,881
+2,513
1156
$5.49M 0.01%
107,379
+102,514
1157
$5.48M 0.01%
17,265
+9,490
1158
$5.48M 0.01%
109,841
+20,410
1159
$5.47M 0.01%
147,279
+22,619
1160
$5.47M 0.01%
198,525
+19,479
1161
$5.44M 0.01%
29,782
+2,566
1162
$5.41M 0.01%
168,793
-35,611
1163
$5.4M 0.01%
871,539
+219,609
1164
$5.4M 0.01%
118,367
-2,805
1165
$5.4M 0.01%
233,136
-2,486
1166
$5.37M 0.01%
106,255
+3,369
1167
$5.35M 0.01%
21,446
+5,780
1168
$5.35M 0.01%
39,361
+8,174
1169
$5.32M 0.01%
168,258
+34,232
1170
$5.32M 0.01%
81,814
-3,654
1171
$5.31M 0.01%
396,792
-8,823
1172
$5.3M 0.01%
137,409
+336
1173
$5.3M 0.01%
329,524
+89,861
1174
$5.29M 0.01%
103,235
+4,355
1175
$5.28M 0.01%
349,156
+228,860
45 46
47
48 49