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
701
$2.5M 0.02%
28,070
+2,633
702
$2.45M 0.02%
148,834
+124,279
703
$2.45M 0.02%
90,414
+7,987
704
$2.45M 0.02%
57,814
-8,508
705
$2.44M 0.02%
172,479
-3,008
706
$2.44M 0.02%
378,280
+207,270
707
$2.44M 0.02%
48,857
-79
708
$2.41M 0.02%
24,670
+1,455
709
$2.4M 0.02%
49,255
+2,496
710
$2.4M 0.02%
64,102
+24,162
711
$2.4M 0.02%
69,660
-4,902
712
$2.39M 0.02%
64,224
+29,753
713
$2.38M 0.02%
70,975
+1,731
714
$2.38M 0.02%
20,248
+12,999
715
$2.38M 0.02%
13,995
-4,560
716
$2.38M 0.02%
66,506
+2,527
717
$2.38M 0.02%
500,600
+150,200
718
$2.38M 0.02%
47,932
-2,066
719
$2.36M 0.02%
44,939
+2,292
720
$2.34M 0.02%
135,525
+8,097
721
$2.33M 0.02%
148,683
+5,024
722
$2.31M 0.02%
136,672
-1,972
723
$2.3M 0.02%
35,950
+3,914
724
$2.29M 0.02%
35,373
+11,223
725
$2.29M 0.02%
157,266
+119
27 28
29
30 31