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
1176
$5.26M 0.01%
57,106
-1,782
1177
$5.23M 0.01%
384,351
-2,020
1178
$5.22M 0.01%
91,252
-7,439
1179
$5.19M 0.01%
33,119
-18,647
1180
$5.19M 0.01%
119,704
-827
1181
$5.18M 0.01%
89,191
-562
1182
$5.17M 0.01%
65,780
+19,297
1183
$5.17M 0.01%
81,396
-3,683
1184
$5.16M 0.01%
98,461
+57,638
1185
$5.16M 0.01%
63,475
+27,085
1186
$5.15M 0.01%
298,463
+55,078
1187
$5.14M 0.01%
52,221
+4,639
1188
$5.14M 0.01%
84,102
-1,204
1189
$5.13M 0.01%
56,330
+18,211
1190
$5.13M 0.01%
60,868
+7,999
1191
$5.13M 0.01%
66,861
+15,011
1192
$5.13M 0.01%
457,024
-40,724
1193
$5.12M 0.01%
50,047
+2,207
1194
$5.11M 0.01%
166,239
+1,941
1195
$5.09M 0.01%
132,692
-4,104
1196
$5.09M 0.01%
198,026
+27,413
1197
$5.09M 0.01%
21,182
-143
1198
$5.07M 0.01%
105,759
-32,517
1199
$5.07M 0.01%
451,833
+35,047
1200
$5.05M 0.01%
109,589
+8,819
46 47
48
49 50