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
1201
$5.04M 0.01%
56,894
+7,117
1202
$5.04M 0.01%
222,671
+42,833
1203
$5.03M 0.01%
45,023
+5,898
1204
$5.03M 0.01%
33,977
-506
1205
$5.02M 0.01%
30,355
+17,535
1206
$5.02M 0.01%
56,448
+9,264
1207
$5.02M 0.01%
9,946
+1,136
1208
$5.02M 0.01%
302,930
-34,879
1209
$5M 0.01%
60,565
-990
1210
$4.99M 0.01%
231,377
-14,487
1211
$4.97M 0.01%
78,597
-4,186
1212
$4.97M 0.01%
40,012
+15,008
1213
$4.93M 0.01%
52,900
-6,598
1214
$4.93M 0.01%
80,727
+5,373
1215
$4.93M 0.01%
93,271
-12,013
1216
$4.92M 0.01%
27,857
+6,673
1217
$4.92M 0.01%
39,790
-90
1218
$4.91M 0.01%
245,600
+26,544
1219
$4.91M 0.01%
187,774
-19,999
1220
$4.91M 0.01%
79,112
-1,343
1221
$4.9M 0.01%
100,006
-16,326
1222
$4.9M 0.01%
100,881
+3,245
1223
$4.87M 0.01%
120,169
+2,827
1224
$4.87M 0.01%
72,808
+39,819
1225
$4.87M 0.01%
36,422
-1,267
47 48
49
50 51