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
376
$6.83M 0.06%
106,314
-2,032
377
$6.81M 0.06%
72,606
+8,309
378
$6.8M 0.06%
170,085
-1,796
379
$6.78M 0.06%
94,412
-27,974
380
$6.76M 0.06%
89,693
-18,358
381
$6.76M 0.06%
210,576
+25,479
382
$6.74M 0.06%
118,574
-5,911
383
$6.68M 0.06%
63,943
-8,114
384
$6.67M 0.06%
152,821
+121,302
385
$6.61M 0.06%
+534
386
$6.51M 0.06%
81,568
+4,646
387
$6.49M 0.06%
84,293
-882
388
$6.44M 0.06%
70,167
+68
389
$6.4M 0.06%
110,604
+29,464
390
$6.4M 0.06%
+374,518
391
$6.37M 0.06%
270,672
-8,895
392
$6.36M 0.06%
72,617
-1,177
393
$6.36M 0.06%
99,635
+542
394
$6.36M 0.06%
111,715
+29,235
395
$6.33M 0.06%
62,575
+20,310
396
$6.26M 0.05%
80,993
+9,535
397
$6.17M 0.05%
403,548
+55,218
398
$6.16M 0.05%
282,002
+52,910
399
$6.16M 0.05%
180,406
-3,571
400
$6.11M 0.05%
181,795
+55,290
14 15
16
17 18