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
426
$5.67M 0.05%
79,363
-27,995
427
$5.66M 0.05%
75,591
+240
428
$5.64M 0.05%
51,424
+14,122
429
$5.64M 0.05%
42,699
+1,996
430
$5.63M 0.05%
113,438
+1,278
431
$5.56M 0.05%
396,551
-57,878
432
$5.56M 0.05%
113,761
+3,801
433
$5.55M 0.05%
272,780
+69,692
434
$5.54M 0.05%
179,225
+14,673
435
$5.52M 0.05%
206,396
+11,957
436
$5.51M 0.05%
58,912
+13,258
437
$5.51M 0.05%
+370,485
438
$5.48M 0.05%
270,598
-211,528
439
$5.47M 0.05%
58,260
+1,373
440
$5.47M 0.05%
92,074
+9,727
441
$5.45M 0.05%
73,155
+9,375
442
$5.45M 0.05%
140,557
+48,300
443
$5.43M 0.05%
89,154
-3,181
444
$5.42M 0.05%
336,492
+88,958
445
$5.41M 0.05%
14,210
-318
446
$5.39M 0.05%
88,648
+2,202
447
$5.38M 0.05%
22,552
-55,869
448
$5.38M 0.05%
+185,070
449
$5.32M 0.05%
199,551
+12,412
450
$5.3M 0.05%
65,589
+909
16 17
18
19 20