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
1926
$1.59M ﹤0.01%
27,999
+6,960
1927
$1.58M ﹤0.01%
7,668
+217
1928
$1.58M ﹤0.01%
152,380
+46,708
1929
$1.58M ﹤0.01%
66,698
+39,766
1930
$1.58M ﹤0.01%
38,823
+3,880
1931
$1.58M ﹤0.01%
19,268
-2,171
1932
$1.57M ﹤0.01%
15,476
+1,030
1933
$1.57M ﹤0.01%
149,280
+17,563
1934
$1.57M ﹤0.01%
188,102
-378
1935
$1.56M ﹤0.01%
22,734
+3,823
1936
$1.56M ﹤0.01%
49,648
-405
1937
$1.55M ﹤0.01%
110,109
+1,610
1938
$1.55M ﹤0.01%
22,188
-4,313
1939
$1.55M ﹤0.01%
63,830
-38,046
1940
$1.54M ﹤0.01%
14,991
+2,682
1941
$1.54M ﹤0.01%
50,837
-100,820
1942
$1.54M ﹤0.01%
69,271
-4,020
1943
$1.54M ﹤0.01%
84,728
+10,044
1944
$1.54M ﹤0.01%
143,744
+5,909
1945
$1.54M ﹤0.01%
16,411
-2,738
1946
$1.53M ﹤0.01%
27,549
-2,316
1947
$1.53M ﹤0.01%
13,762
-397
1948
$1.53M ﹤0.01%
31,369
-5,543
1949
$1.53M ﹤0.01%
146,267
-3,331
1950
$1.52M ﹤0.01%
55,191
+10,531
76 77
78
79 80