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
676
$2.68M 0.02%
77,939
-5,345
677
$2.68M 0.02%
126,096
+114,396
678
$2.67M 0.02%
47,405
-1,714
679
$2.66M 0.02%
65,913
-2,496
680
$2.66M 0.02%
146,028
-11,688
681
$2.65M 0.02%
59,382
-153,224
682
$2.65M 0.02%
232,079
+13,107
683
$2.65M 0.02%
39,663
-8,801
684
$2.64M 0.02%
33,186
+4,541
685
$2.63M 0.02%
32,233
+11,329
686
$2.63M 0.02%
55,849
+15,432
687
$2.62M 0.02%
1,749
-1,447
688
$2.62M 0.02%
113
-1
689
$2.62M 0.02%
73,426
+10,851
690
$2.59M 0.02%
23,327
+2,015
691
$2.59M 0.02%
52,153
-1,629
692
$2.58M 0.02%
60,139
+6,917
693
$2.56M 0.02%
10,189
+1,155
694
$2.56M 0.02%
10,820
-15,020
695
$2.56M 0.02%
99,645
+15,305
696
$2.55M 0.02%
38,204
-309
697
$2.55M 0.02%
26,515
-2,854
698
$2.54M 0.02%
59,308
-643
699
$2.52M 0.02%
258,627
-20,856
700
$2.5M 0.02%
17,620
+104
26 27
28
29 30