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
251
$11.8M 0.1%
316,779
-2,025
252
$11.5M 0.1%
289,975
-2,806
253
$11.4M 0.1%
162,675
-1,662
254
$11.3M 0.1%
215,422
-8,720
255
$11.3M 0.1%
748,486
-98,066
256
$11.1M 0.1%
987,688
-320,656
257
$11M 0.1%
109,731
+27
258
$11M 0.1%
433,986
+119,135
259
$10.9M 0.1%
375,604
+60,010
260
$10.9M 0.1%
280,941
-114
261
$10.9M 0.1%
245,592
+86,776
262
$10.8M 0.09%
243,582
+96,741
263
$10.7M 0.09%
202,790
-1,417
264
$10.7M 0.09%
116,527
-2,265
265
$10.6M 0.09%
138,981
-7,321
266
$10.5M 0.09%
103,528
-5,524
267
$10.4M 0.09%
445,828
-31,097
268
$10.4M 0.09%
274,841
+178
269
$10.3M 0.09%
127,083
-24,231
270
$10.3M 0.09%
160,318
+41,593
271
$10.3M 0.09%
317,810
+46,306
272
$10.3M 0.09%
117,336
+2,548
273
$10.3M 0.09%
198,038
+2,462
274
$10.2M 0.09%
501,160
+238,118
275
$10.2M 0.09%
103,890
+38,264
9 10
11
12 13