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
101
$216M 0.23%
258,638
+35,926
102
$215M 0.23%
595,409
+17,701
103
$214M 0.22%
2,279,267
+33,953
104
$211M 0.22%
1,971,178
+183,818
105
$210M 0.22%
1,540,740
+26,424
106
$209M 0.22%
1,757,290
-14,742
107
$206M 0.22%
3,302,260
+60,576
108
$202M 0.21%
3,517,451
+18,028
109
$200M 0.21%
1,010,219
+7,511
110
$200M 0.21%
822,531
+100,149
111
$197M 0.21%
7,797,350
+318,086
112
$197M 0.21%
683,893
-4,480
113
$195M 0.2%
396,964
+16,458
114
$189M 0.2%
665,919
-7,967
115
$188M 0.2%
2,503,141
+34,055
116
$188M 0.2%
693,381
-11,031
117
$185M 0.19%
964,748
+29,507
118
$185M 0.19%
2,239,841
+105,762
119
$185M 0.19%
1,544,110
-10,908
120
$184M 0.19%
799,786
-52,722
121
$179M 0.19%
429,619
-104
122
$177M 0.19%
3,633,447
-48,287
123
$177M 0.19%
4,450,817
+22,831
124
$176M 0.18%
3,349,668
+98,370
125
$174M 0.18%
1,490,908
+26,933
3 4
5
6 7