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
751
$2.08M 0.02%
60,789
-3,314
752
$2.08M 0.02%
43,608
+12,739
753
$2.07M 0.02%
13,262
-579
754
$2.06M 0.02%
66,970
+8,465
755
$2.06M 0.02%
100,250
+10,612
756
$2.05M 0.02%
53,324
-1,359
757
$2.04M 0.02%
155,456
758
$2.04M 0.02%
49,290
+6,734
759
$2.03M 0.02%
105,804
+67,625
760
$2.01M 0.02%
63,265
+6,399
761
$2.01M 0.02%
183,902
+14,566
762
$2M 0.02%
21,972
-8,271
763
$2M 0.02%
10,952
+2,412
764
$2M 0.02%
72,178
+3,386
765
$1.98M 0.02%
61,364
-216
766
$1.98M 0.02%
76,698
-69,095
767
$1.98M 0.02%
36,947
+2,473
768
$1.97M 0.02%
138,444
+8,596
769
$1.96M 0.02%
14,432
-5,474
770
$1.95M 0.02%
49,233
+12,132
771
$1.95M 0.02%
188,437
+155,085
772
$1.95M 0.02%
52,850
-561
773
$1.95M 0.02%
131,476
+38,772
774
$1.95M 0.02%
52,372
-600
775
$1.94M 0.02%
43,112
+10,264
29 30
31
32 33