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
151
$136M 0.14%
355,915
-5,062
152
$135M 0.14%
3,236,272
-63,976
153
$135M 0.14%
516,398
+21,727
154
$135M 0.14%
1,237,904
-170,173
155
$134M 0.14%
150,502
+39,168
156
$134M 0.14%
2,121,029
+793,020
157
$133M 0.14%
2,315,393
+218,324
158
$133M 0.14%
1,124,255
-17,221
159
$133M 0.14%
2,120,359
+88,800
160
$133M 0.14%
594,507
+8,313
161
$133M 0.14%
600,156
+77,612
162
$132M 0.14%
860,233
+46,133
163
$132M 0.14%
1,585,246
-9,797
164
$127M 0.13%
1,125,393
-43,380
165
$127M 0.13%
2,810,435
+52,667
166
$125M 0.13%
1,071,188
+9,415
167
$125M 0.13%
664,660
+60,643
168
$124M 0.13%
2,088,400
+136,138
169
$123M 0.13%
573,073
+536,389
170
$123M 0.13%
2,252,028
+38,721
171
$122M 0.13%
3,010,964
+1,036
172
$120M 0.13%
846,433
-33,496
173
$120M 0.13%
242,008
+14,413
174
$118M 0.12%
1,791,618
-55,054
175
$117M 0.12%
1,216,379
+47,293
5 6
7
8 9