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
$11.4B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,380
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$21.9M
3
+$18.7M
4
LLY icon
Eli Lilly
LLY
+$16.9M
5
UL icon
Unilever
UL
+$16.6M

Top Sells

1
+$31M
2
+$26.8M
3
+$25.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$20.7M
5
PBYI icon
Puma Biotechnology
PBYI
+$13.3M

Sector Composition

1 Technology 12.99%
2 Healthcare 11.12%
3 Financials 9.32%
4 Industrials 9.22%
5 Energy 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.7M 0.11%
543,116
+33,144
227
$12.7M 0.11%
113,712
+3,565
228
$12.7M 0.11%
539,617
-261,731
229
$12.6M 0.11%
299,376
+106,587
230
$12.6M 0.11%
247,704
+134,730
231
$12.6M 0.11%
198,858
-179,885
232
$12.5M 0.11%
188,786
-9,347
233
$12.5M 0.11%
481,992
+169,701
234
$12.5M 0.11%
229,092
-23,186
235
$12.5M 0.11%
326,783
+314,641
236
$12.4M 0.11%
444,904
237
$12.3M 0.11%
251,642
-9,040
238
$12.3M 0.11%
303,638
+70,261
239
$12.3M 0.11%
226,783
+65,829
240
$12.2M 0.11%
315,092
+61,748
241
$12.1M 0.11%
188,826
+90,238
242
$12.1M 0.11%
269,002
+6,795
243
$12M 0.11%
1,613,987
-127,382
244
$12M 0.11%
269,772
+175,624
245
$12M 0.11%
381,051
-1,456
246
$12M 0.11%
1,201,168
-237,160
247
$12M 0.11%
443,858
+220,802
248
$11.9M 0.1%
297,003
-66,369
249
$11.9M 0.1%
249,069
+82,256
250
$11.9M 0.1%
439,108
+185,470
8 9
10
11 12