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
51
$40.9M 0.36%
628,651
+22,161
52
$39.9M 0.35%
958,683
+383,398
53
$39.8M 0.35%
1,037,661
+170,602
54
$39.4M 0.35%
217,042
+4,506
55
$39.2M 0.34%
898,746
+38,567
56
$38.4M 0.34%
513,040
+48,460
57
$38.3M 0.34%
1,066,181
+146,564
58
$37.8M 0.33%
377,194
+985
59
$37.1M 0.33%
679,442
+71,890
60
$36.6M 0.32%
1,536,063
+141,636
61
$35.7M 0.31%
837,626
+23,109
62
$35.7M 0.31%
933,338
-60,378
63
$34.6M 0.3%
540,352
-43,367
64
$34.5M 0.3%
655,220
+46,442
65
$34.2M 0.3%
597,284
+18,712
66
$33.8M 0.3%
1,325,619
-42,672
67
$33.7M 0.3%
437,698
-15,272
68
$33.5M 0.29%
364,532
+39,753
69
$33.5M 0.29%
622,685
+11,513
70
$32.9M 0.29%
416,857
-18,225
71
$32.5M 0.28%
440,796
+12,116
72
$32.4M 0.28%
234,822
+11,925
73
$32.2M 0.28%
516,062
+21,145
74
$32M 0.28%
763,203
+153,291
75
$32M 0.28%
286,390
+9,323
1 2
3
4 5