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
2026
$1.34M ﹤0.01%
72,287
-1,814
2027
$1.34M ﹤0.01%
38,136
+11,063
2028
$1.34M ﹤0.01%
70,381
+9,405
2029
$1.34M ﹤0.01%
329,965
-1,269
2030
$1.34M ﹤0.01%
49,462
+11,047
2031
$1.33M ﹤0.01%
98,821
-932
2032
$1.33M ﹤0.01%
79,262
-50,068
2033
$1.33M ﹤0.01%
24,407
+1,479
2034
$1.33M ﹤0.01%
85,461
+10,988
2035
$1.33M ﹤0.01%
118,332
+9,058
2036
$1.32M ﹤0.01%
25,067
+1,959
2037
$1.32M ﹤0.01%
44,269
-20,771
2038
$1.32M ﹤0.01%
36,365
+3,337
2039
$1.32M ﹤0.01%
21,371
+308
2040
$1.32M ﹤0.01%
6,125
-321
2041
$1.32M ﹤0.01%
21,107
+2,575
2042
$1.32M ﹤0.01%
50,848
+10,980
2043
$1.32M ﹤0.01%
+26,685
2044
$1.32M ﹤0.01%
55,780
+44,278
2045
$1.31M ﹤0.01%
11,612
-819
2046
$1.31M ﹤0.01%
50,727
-1,546
2047
$1.3M ﹤0.01%
11,918
-2,531
2048
$1.3M ﹤0.01%
36,247
+732
2049
$1.3M ﹤0.01%
11,106
-837
2050
$1.3M ﹤0.01%
50,740
-4,738
80 81
82
83 84