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
626
$3.15M 0.03%
72,061
-2,124
627
$3.15M 0.03%
25,983
+5,749
628
$3.14M 0.03%
79,102
+39,712
629
$3.13M 0.03%
75,475
-10,375
630
$3.13M 0.03%
70,530
+14,246
631
$3.06M 0.03%
48,932
+2,412
632
$3.05M 0.03%
129,782
+89,882
633
$3.04M 0.03%
18,968
+7,301
634
$3.03M 0.03%
67,533
+4,568
635
$3.02M 0.03%
93,477
+15,312
636
$3M 0.03%
94,210
-5,354
637
$2.99M 0.03%
125,696
+61,452
638
$2.98M 0.03%
29,407
-1,215
639
$2.98M 0.03%
54,913
-1,893
640
$2.98M 0.03%
54,038
-1,310
641
$2.97M 0.03%
41,906
+23,728
642
$2.95M 0.03%
64,658
+9,234
643
$2.95M 0.03%
34,898
-328
644
$2.95M 0.03%
74,652
+13,478
645
$2.94M 0.03%
74,833
-657
646
$2.94M 0.03%
206,995
-21,381
647
$2.93M 0.03%
53,231
-5,079
648
$2.92M 0.03%
+132,729
649
$2.92M 0.03%
105,308
+80
650
$2.89M 0.03%
85,358
-124
24 25
26
27 28