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
326
$8.08M 0.07%
126,295
-46
327
$8.06M 0.07%
81,559
+753
328
$8.04M 0.07%
930,010
-61,655
329
$8.02M 0.07%
211,451
+22,113
330
$7.98M 0.07%
59,142
-3,188
331
$7.95M 0.07%
382,275
-2,712
332
$7.93M 0.07%
32,855
+19,895
333
$7.9M 0.07%
88,249
+5,713
334
$7.87M 0.07%
161,922
-396
335
$7.83M 0.07%
296,332
+9,083
336
$7.83M 0.07%
294,831
-3,393
337
$7.7M 0.07%
177,423
-124,332
338
$7.69M 0.07%
164,361
+6,975
339
$7.68M 0.07%
147,770
+46,573
340
$7.67M 0.07%
359,207
+31,706
341
$7.62M 0.07%
217,988
-77,098
342
$7.6M 0.07%
204,847
-23,387
343
$7.59M 0.07%
191,297
-98,232
344
$7.5M 0.07%
240,930
+54,101
345
$7.5M 0.07%
176,878
-2,456
346
$7.49M 0.07%
143,628
-5,816
347
$7.45M 0.07%
36
+5
348
$7.45M 0.07%
163,303
-1,271
349
$7.44M 0.07%
75,171
-10,479
350
$7.39M 0.06%
1,351,059
-47,680
12 13
14
15 16