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
651
$2.89M 0.03%
84,701
+12,542
652
$2.88M 0.03%
22,699
-1,834
653
$2.88M 0.03%
70,346
+55,375
654
$2.86M 0.03%
+206,700
655
$2.85M 0.03%
257,588
+67,612
656
$2.85M 0.03%
82,739
+8,097
657
$2.84M 0.03%
82,234
+17,352
658
$2.83M 0.02%
57,642
+5,015
659
$2.83M 0.02%
55,115
-504,366
660
$2.83M 0.02%
79,058
+18,194
661
$2.82M 0.02%
35,683
-1,368
662
$2.81M 0.02%
19,723
-371
663
$2.79M 0.02%
206,381
+68,457
664
$2.79M 0.02%
34,355
+19,975
665
$2.77M 0.02%
55,132
-17,236
666
$2.76M 0.02%
36,648
+1,349
667
$2.75M 0.02%
77,941
-15,169
668
$2.75M 0.02%
292,612
-57,401
669
$2.73M 0.02%
31,581
-25,003
670
$2.73M 0.02%
35,975
+2,785
671
$2.72M 0.02%
63,399
+8,332
672
$2.72M 0.02%
42,630
+1,761
673
$2.71M 0.02%
168,266
+3,163
674
$2.7M 0.02%
26,082
-3,481
675
$2.69M 0.02%
73,463
-2,742
25 26
27
28 29