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
176
$117M 0.12%
402,672
+3,275
177
$116M 0.12%
1,209,146
-5,639
178
$115M 0.12%
951,345
+6,907
179
$114M 0.12%
2,403,739
-520,442
180
$112M 0.12%
2,141,060
+46,759
181
$111M 0.12%
641,344
+8,997
182
$110M 0.12%
2,418,502
-48,011
183
$110M 0.12%
980,677
+3,800
184
$109M 0.11%
1,222,868
+71,956
185
$108M 0.11%
1,867,702
+172,652
186
$108M 0.11%
803,776
+55,017
187
$107M 0.11%
359,594
-604
188
$107M 0.11%
1,216,610
-3,155
189
$107M 0.11%
1,088,330
+15,031
190
$105M 0.11%
1,348,904
+83,486
191
$105M 0.11%
1,197,620
+711,253
192
$104M 0.11%
3,267,186
+162,577
193
$103M 0.11%
1,991,717
+119,469
194
$103M 0.11%
3,532,715
+147,589
195
$101M 0.11%
3,470,689
+9,257
196
$100M 0.11%
2,673,047
+20,086
197
$99.5M 0.1%
1,628,178
+171,497
198
$99.2M 0.1%
1,675,769
+35,479
199
$98.4M 0.1%
2,345,755
+420,663
200
$97M 0.1%
396,759
+47,814
6 7
8
9 10