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
351
$7.37M 0.06%
249,712
+80,990
352
$7.36M 0.06%
133,479
+1,233
353
$7.35M 0.06%
118,124
-83,560
354
$7.33M 0.06%
129,809
+66,660
355
$7.3M 0.06%
121,846
+3,873
356
$7.29M 0.06%
291,809
-5,724
357
$7.22M 0.06%
305,984
+38,524
358
$7.21M 0.06%
59,917
+4,062
359
$7.2M 0.06%
145,577
+7,262
360
$7.19M 0.06%
186,858
-783
361
$7.18M 0.06%
129,885
+10,123
362
$7.14M 0.06%
205,635
+7,391
363
$7.13M 0.06%
115,333
+17,449
364
$7.09M 0.06%
173,937
-41,915
365
$7.06M 0.06%
153,262
+24,765
366
$7.04M 0.06%
430,613
-30,516
367
$7.04M 0.06%
201,267
+62,456
368
$7.01M 0.06%
+702,335
369
$6.94M 0.06%
198,998
-282,867
370
$6.91M 0.06%
326,688
+185,450
371
$6.88M 0.06%
167,352
+7,799
372
$6.88M 0.06%
1,009,822
+10,003
373
$6.87M 0.06%
5,933
+170
374
$6.87M 0.06%
245,804
-225,335
375
$6.86M 0.06%
134,254
-6,562
13 14
15
16 17