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
301
$8.99M 0.08%
211,668
-9,391
302
$8.86M 0.08%
111,022
-28,422
303
$8.82M 0.08%
79,413
-5,873
304
$8.81M 0.08%
26,831
+2,067
305
$8.76M 0.08%
741,509
-1,041
306
$8.75M 0.08%
308,528
-180,476
307
$8.72M 0.08%
815,733
-617,967
308
$8.69M 0.08%
536,570
+34,987
309
$8.66M 0.08%
102,782
+19,631
310
$8.66M 0.08%
750,336
-90,658
311
$8.65M 0.08%
142,712
-1,351
312
$8.64M 0.08%
138,181
-184,310
313
$8.63M 0.08%
393,042
-6,932
314
$8.53M 0.07%
152,487
-3,551
315
$8.47M 0.07%
68,675
+13,887
316
$8.45M 0.07%
190,519
-123,038
317
$8.42M 0.07%
+280,315
318
$8.39M 0.07%
70,679
+12,206
319
$8.38M 0.07%
266,158
+43,884
320
$8.38M 0.07%
139,413
-46,282
321
$8.34M 0.07%
233,540
+47,256
322
$8.34M 0.07%
303,242
-169,453
323
$8.13M 0.07%
503,113
-44,352
324
$8.1M 0.07%
64,116
+2,601
325
$8.1M 0.07%
139,970
+65,377
11 12
13
14 15