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
451
$5.3M 0.05%
132,041
+68,591
452
$5.3M 0.05%
89,985
+2,489
453
$5.29M 0.05%
708,400
-54,280
454
$5.28M 0.05%
69,043
+35,621
455
$5.25M 0.05%
161,941
-19,107
456
$5.25M 0.05%
+402,062
457
$5.24M 0.05%
94,810
+18,080
458
$5.23M 0.05%
133,026
+43,769
459
$5.18M 0.05%
66,989
-2,009
460
$5.18M 0.05%
67,423
+1,797
461
$5.16M 0.05%
331,262
462
$5.14M 0.05%
555,808
+66,533
463
$5.14M 0.05%
85,792
-29,508
464
$5.07M 0.04%
350,618
+7,980
465
$5.03M 0.04%
138,577
-34,986
466
$5.01M 0.04%
173,634
-12,500
467
$5M 0.04%
544,857
-247,225
468
$4.96M 0.04%
51,579
+1,040
469
$4.95M 0.04%
118,418
-36,983
470
$4.92M 0.04%
50,850
+7,470
471
$4.88M 0.04%
52,667
-1,112
472
$4.88M 0.04%
99,096
+18,017
473
$4.86M 0.04%
93,163
+15,661
474
$4.86M 0.04%
360,361
-2,399
475
$4.84M 0.04%
136,117
+582
17 18
19
20 21