Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
26
$55.4M 0.49%
512,047
+7,052
27
$55.2M 0.48%
581,951
+158,292
28
$55.1M 0.48%
657,902
+6,707
29
$55M 0.48%
533,563
+24,840
30
$52.7M 0.46%
1,263,784
-17,859
31
$52.1M 0.46%
680,815
+96,303
32
$51M 0.45%
400,019
+121,440
33
$49.6M 0.44%
488,028
+113,188
34
$48.2M 0.42%
535,491
-48,397
35
$48M 0.42%
523,799
+2,559
36
$48M 0.42%
145,083
-1,685
37
$47M 0.41%
504,495
-6,772
38
$46.9M 0.41%
443,191
-59,676
39
$45.3M 0.4%
641,461
+17,353
40
$44.8M 0.39%
840,340
-19,304
41
$43.7M 0.38%
360,469
+15,804
42
$43.7M 0.38%
756,769
+323,085
43
$43.1M 0.38%
238,748
+11,135
44
$42.9M 0.38%
499,610
+75,579
45
$42.7M 0.38%
658,959
+260,315
46
$42.7M 0.37%
754,075
+21,869
47
$42.5M 0.37%
503,377
+86,658
48
$42.5M 0.37%
739,253
+246,594
49
$41.7M 0.37%
564,090
+112,410
50
$41.3M 0.36%
1,062,436
+10,208
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