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
276
$10.2M 0.09%
169,410
-98,426
277
$10.1M 0.09%
83,820
+9,242
278
$10.1M 0.09%
87,233
+12,198
279
$9.95M 0.09%
279,399
+33,293
280
$9.94M 0.09%
73,106
-36,591
281
$9.87M 0.09%
492,981
-204,492
282
$9.85M 0.09%
217,834
+50,866
283
$9.85M 0.09%
252,036
+81,923
284
$9.83M 0.09%
205,319
+20,071
285
$9.82M 0.09%
166,750
+75,043
286
$9.8M 0.09%
149,487
-7,513
287
$9.77M 0.09%
282,665
-801
288
$9.62M 0.08%
98,533
+3,302
289
$9.59M 0.08%
2,263,564
-113,128
290
$9.56M 0.08%
359,666
+35,390
291
$9.52M 0.08%
197,478
+158,538
292
$9.49M 0.08%
687,410
+112,890
293
$9.45M 0.08%
376,250
+248,762
294
$9.35M 0.08%
347,608
+54,562
295
$9.28M 0.08%
290,332
+134,907
296
$9.2M 0.08%
378,842
+88,361
297
$9.1M 0.08%
87,854
+11,942
298
$9.1M 0.08%
131,743
+13,331
299
$9.06M 0.08%
251,893
+11,917
300
$9.05M 0.08%
225,915
+17,673
10 11
12
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