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
551
$3.91M 0.03%
30,618
-202
552
$3.9M 0.03%
66,268
-634
553
$3.9M 0.03%
47,972
+84
554
$3.88M 0.03%
228,000
+15,864
555
$3.85M 0.03%
47,745
-5,934
556
$3.84M 0.03%
48,568
+29,007
557
$3.84M 0.03%
55,443
-4,375
558
$3.81M 0.03%
69,251
+39,645
559
$3.81M 0.03%
48,822
-3,604
560
$3.79M 0.03%
59,463
-1,655
561
$3.78M 0.03%
90,088
+72,740
562
$3.78M 0.03%
137,789
+15,750
563
$3.78M 0.03%
31,099
+2,537
564
$3.71M 0.03%
+49,626
565
$3.66M 0.03%
31,912
+991
566
$3.66M 0.03%
87,898
+20,401
567
$3.66M 0.03%
195,091
+76,305
568
$3.66M 0.03%
76,878
+6,365
569
$3.66M 0.03%
127,542
+7,698
570
$3.64M 0.03%
64,802
+1,489
571
$3.63M 0.03%
52,479
-955
572
$3.63M 0.03%
69,376
-22,238
573
$3.62M 0.03%
95,856
+22,500
574
$3.62M 0.03%
64,461
+568
575
$3.61M 0.03%
79,163
+1,440
21 22
23
24 25