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
201
$96.8M 0.1%
523,740
-6,217
202
$94.5M 0.1%
2,086,215
+150,117
203
$93.6M 0.1%
530,270
+3,953
204
$93.5M 0.1%
1,296,508
+90,140
205
$93.3M 0.1%
2,181,915
-141,149
206
$93.3M 0.1%
135
+1
207
$92.2M 0.1%
898,732
+18,135
208
$91.5M 0.1%
326,239
-1,540
209
$91.4M 0.1%
545,366
+4,707
210
$91.2M 0.1%
378,148
-1,411
211
$90.9M 0.1%
880,341
-62,206
212
$90.4M 0.09%
2,485,251
+347,799
213
$90.1M 0.09%
1,844,618
+3,869
214
$89.9M 0.09%
1,436,288
+443,198
215
$89.3M 0.09%
366,951
-19,302
216
$88.7M 0.09%
5,527,223
+159,683
217
$88.4M 0.09%
1,010,942
+17,634
218
$87.5M 0.09%
647,754
+10,899
219
$86.9M 0.09%
963,266
-82,562
220
$86.4M 0.09%
784,651
-13,487
221
$86.3M 0.09%
285,680
+6,760
222
$86M 0.09%
362,993
-15,134
223
$86M 0.09%
565,644
+17,383
224
$86M 0.09%
881,777
-3,665,909
225
$85.5M 0.09%
3,887,227
-95,980
7 8
9
10 11