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
526
$4.1M 0.04%
110,004
-5,055
527
$4.09M 0.04%
181,246
+4,477
528
$4.09M 0.04%
54,570
+2,332
529
$4.08M 0.04%
20,609
-760
530
$4.08M 0.04%
92,653
+22,744
531
$4.07M 0.04%
38,342
+1,540
532
$4.07M 0.04%
50,177
+3,604
533
$4.06M 0.04%
139,844
+8,476
534
$4.06M 0.04%
1,269,841
-11,500
535
$4.05M 0.04%
86,424
+11,900
536
$4.05M 0.04%
+195,567
537
$4.04M 0.04%
99,203
-5,672
538
$4.03M 0.04%
+92,322
539
$4.02M 0.04%
75,112
+15,345
540
$4M 0.04%
90,688
-9,635
541
$4M 0.04%
79,565
+1,145
542
$3.99M 0.04%
285,115
+38,683
543
$3.99M 0.04%
184,176
+1,197
544
$3.97M 0.03%
176,840
-7,590
545
$3.97M 0.03%
104,774
+21,108
546
$3.97M 0.03%
37,414
+2,028
547
$3.94M 0.03%
90,186
+5,727
548
$3.93M 0.03%
188,537
-46,685
549
$3.93M 0.03%
127,346
-6,650
550
$3.92M 0.03%
81,616
+2,723
20 21
22
23 24