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
401
$6.11M 0.05%
130,846
-5,114
402
$6.09M 0.05%
124,742
+25,679
403
$6.08M 0.05%
167,686
-91,321
404
$6.08M 0.05%
99,119
+93,616
405
$6.07M 0.05%
374,610
-12,630
406
$6.06M 0.05%
88,893
+17,959
407
$6.05M 0.05%
206,033
+46,536
408
$6.04M 0.05%
40,234
+2,973
409
$6.03M 0.05%
96,674
+4,613
410
$5.98M 0.05%
+93,454
411
$5.97M 0.05%
165,175
+136,776
412
$5.96M 0.05%
164,987
+16,143
413
$5.94M 0.05%
281,749
-2,901
414
$5.92M 0.05%
91,014
-8,585
415
$5.9M 0.05%
906,104
+440,288
416
$5.9M 0.05%
116,293
+36,693
417
$5.88M 0.05%
73,501
+7,279
418
$5.86M 0.05%
330,009
-497,643
419
$5.85M 0.05%
141,180
+106,385
420
$5.85M 0.05%
78,212
-57,260
421
$5.84M 0.05%
57,664
-3,667
422
$5.82M 0.05%
318,762
-3,677
423
$5.79M 0.05%
71,049
-1,881
424
$5.77M 0.05%
35,114
+3,821
425
$5.69M 0.05%
462,352
-4,998
15 16
17
18 19