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
576
$3.6M 0.03%
256,676
+11,892
577
$3.6M 0.03%
239,796
-40,768
578
$3.59M 0.03%
58,446
+3,168
579
$3.59M 0.03%
75,515
-652,029
580
$3.58M 0.03%
429,167
+69,578
581
$3.57M 0.03%
88,068
-10,587
582
$3.57M 0.03%
48,602
+1,229
583
$3.56M 0.03%
64,006
+3,787
584
$3.54M 0.03%
17,873
+337
585
$3.53M 0.03%
47,997
-12,666
586
$3.52M 0.03%
146,962
+4,340
587
$3.52M 0.03%
104,681
-7,831
588
$3.5M 0.03%
75,667
-7,933
589
$3.5M 0.03%
149,372
+4,892
590
$3.49M 0.03%
67,092
+3,971
591
$3.48M 0.03%
101,783
+10,762
592
$3.47M 0.03%
120,242
+9,765
593
$3.47M 0.03%
87,719
-16,328
594
$3.46M 0.03%
41,013
+328
595
$3.46M 0.03%
61,750
+643
596
$3.44M 0.03%
22,972
+1,079
597
$3.44M 0.03%
26,378
-1,321
598
$3.42M 0.03%
51,494
-5,875
599
$3.41M 0.03%
140,105
+8,313
600
$3.4M 0.03%
211,887
+46,032
22 23
24
25 26