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
476
$4.75M 0.04%
177,821
-16,176
477
$4.75M 0.04%
107,195
+1,488
478
$4.71M 0.04%
10,209,240
-517,840
479
$4.71M 0.04%
184,753
-60,388
480
$4.7M 0.04%
153,509
+38,562
481
$4.69M 0.04%
59,824
+39,849
482
$4.68M 0.04%
+528,678
483
$4.67M 0.04%
179,732
+2,002
484
$4.65M 0.04%
102,057
+5,155
485
$4.65M 0.04%
342,223
-119,223
486
$4.63M 0.04%
87,552
+1,601
487
$4.63M 0.04%
531,980
+77,340
488
$4.59M 0.04%
67,160
+35,777
489
$4.58M 0.04%
232,392
-379,582
490
$4.57M 0.04%
58,020
-3,638
491
$4.56M 0.04%
225,971
+69,722
492
$4.55M 0.04%
88,094
+64,463
493
$4.55M 0.04%
104,507
+4,712
494
$4.52M 0.04%
107,628
-7,084
495
$4.51M 0.04%
383,840
+16,271
496
$4.49M 0.04%
233,334
+8,980
497
$4.49M 0.04%
85,170
-4,034
498
$4.48M 0.04%
62,084
+7,572
499
$4.46M 0.04%
44,741
+18,173
500
$4.44M 0.04%
35,411
+1,582
18 19
20
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