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
1951
$1.52M ﹤0.01%
83,928
+7,328
1952
$1.52M ﹤0.01%
72,645
+9,522
1953
$1.52M ﹤0.01%
3,961
+477
1954
$1.52M ﹤0.01%
15,846
-164
1955
$1.51M ﹤0.01%
22,634
-930
1956
$1.51M ﹤0.01%
38,483
+2,758
1957
$1.51M ﹤0.01%
15,368
-1,393
1958
$1.51M ﹤0.01%
106,344
+1,818
1959
$1.5M ﹤0.01%
30,500
+485
1960
$1.5M ﹤0.01%
19,564
+1,898
1961
$1.5M ﹤0.01%
13,607
+3,508
1962
$1.5M ﹤0.01%
30,304
+13,583
1963
$1.5M ﹤0.01%
96,294
1964
$1.49M ﹤0.01%
22,859
+893
1965
$1.49M ﹤0.01%
214,564
+60,811
1966
$1.49M ﹤0.01%
30,627
-5,869
1967
$1.49M ﹤0.01%
15,734
+6,926
1968
$1.49M ﹤0.01%
27,383
-255
1969
$1.49M ﹤0.01%
89,624
-12,330
1970
$1.48M ﹤0.01%
201,501
+14,655
1971
$1.48M ﹤0.01%
31,750
+2,166
1972
$1.48M ﹤0.01%
87,897
-4,464
1973
$1.47M ﹤0.01%
36,157
-5,391
1974
$1.47M ﹤0.01%
91,807
-5,104
1975
$1.46M ﹤0.01%
85,050
+822
77 78
79
80 81