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
2001
$1.4M ﹤0.01%
13,403
-4,372
2002
$1.39M ﹤0.01%
33,805
-608
2003
$1.39M ﹤0.01%
10,895
-94
2004
$1.39M ﹤0.01%
19,299
+2,322
2005
$1.39M ﹤0.01%
459,171
+391,092
2006
$1.39M ﹤0.01%
71,841
+2,140
2007
$1.39M ﹤0.01%
67,375
-2,308
2008
$1.39M ﹤0.01%
9,893
+1,196
2009
$1.39M ﹤0.01%
+227,947
2010
$1.39M ﹤0.01%
35,789
-437
2011
$1.38M ﹤0.01%
144,327
-5,372
2012
$1.38M ﹤0.01%
61,916
-893
2013
$1.37M ﹤0.01%
31,366
-2,347
2014
$1.37M ﹤0.01%
13,287
+719
2015
$1.37M ﹤0.01%
25,187
-1,004
2016
$1.37M ﹤0.01%
118,355
+100,995
2017
$1.37M ﹤0.01%
192,558
-9,507
2018
$1.36M ﹤0.01%
27,319
+3,425
2019
$1.36M ﹤0.01%
33,335
+25,370
2020
$1.36M ﹤0.01%
25,251
+194
2021
$1.35M ﹤0.01%
83,409
-1,895
2022
$1.35M ﹤0.01%
29,638
+1,249
2023
$1.35M ﹤0.01%
299,229
+36,517
2024
$1.34M ﹤0.01%
7,506
-821
2025
$1.34M ﹤0.01%
41,026
+10,542
79 80
81
82 83