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
1976
$1.46M ﹤0.01%
53,943
+183
1977
$1.46M ﹤0.01%
+55,213
1978
$1.46M ﹤0.01%
65,148
-644
1979
$1.46M ﹤0.01%
35,066
+304
1980
$1.46M ﹤0.01%
51,579
-1,754
1981
$1.45M ﹤0.01%
+31,511
1982
$1.45M ﹤0.01%
166,569
+615
1983
$1.45M ﹤0.01%
99,373
+29,011
1984
$1.45M ﹤0.01%
20,176
-2,578
1985
$1.45M ﹤0.01%
25,899
+278
1986
$1.44M ﹤0.01%
34,072
+2,160
1987
$1.44M ﹤0.01%
10,858
-85
1988
$1.44M ﹤0.01%
154,291
+56,874
1989
$1.44M ﹤0.01%
79,551
+5,190
1990
$1.43M ﹤0.01%
116,113
+93,813
1991
$1.43M ﹤0.01%
40,260
-47,301
1992
$1.43M ﹤0.01%
28,307
-3,151
1993
$1.42M ﹤0.01%
21,833
+13,946
1994
$1.42M ﹤0.01%
46,052
-370
1995
$1.42M ﹤0.01%
81,832
+13,952
1996
$1.42M ﹤0.01%
14,167
+583
1997
$1.42M ﹤0.01%
109,984
+18,254
1998
$1.42M ﹤0.01%
29,089
+5,435
1999
$1.4M ﹤0.01%
89,430
+172
2000
$1.4M ﹤0.01%
2,532
-130
78 79
80
81 82