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
501
$4.42M 0.04%
96,598
+2,952
502
$4.41M 0.04%
144,822
+10,025
503
$4.41M 0.04%
55,080
+2,112
504
$4.41M 0.04%
171,058
-7,038
505
$4.39M 0.04%
52,199
-945
506
$4.38M 0.04%
96,376
-5,153
507
$4.38M 0.04%
59,279
-2,254
508
$4.38M 0.04%
30,062
-15,369
509
$4.37M 0.04%
22,676
-2,413
510
$4.36M 0.04%
79,437
+1,437
511
$4.36M 0.04%
171,757
+131,463
512
$4.35M 0.04%
111,925
+9,542
513
$4.34M 0.04%
71,065
+546
514
$4.33M 0.04%
61,622
+39,642
515
$4.33M 0.04%
348,142
-113,135
516
$4.28M 0.04%
164,100
+12,045
517
$4.28M 0.04%
45,699
+532
518
$4.27M 0.04%
+110,346
519
$4.24M 0.04%
95,497
+5,176
520
$4.23M 0.04%
118,424
+69,467
521
$4.22M 0.04%
155,523
+1,533
522
$4.14M 0.04%
45,710
+539
523
$4.12M 0.04%
308,827
+16,749
524
$4.12M 0.04%
66,183
+9,840
525
$4.1M 0.04%
102,704
+12,882
19 20
21
22 23