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
776
$1.94M 0.02%
30,100
-1,322
777
$1.94M 0.02%
+32,540
778
$1.94M 0.02%
224,397
-28,180
779
$1.92M 0.02%
62,483
-515
780
$1.92M 0.02%
225,363
-5,940
781
$1.9M 0.02%
165,458
+8,433
782
$1.9M 0.02%
60,165
-1,217
783
$1.9M 0.02%
149,070
+2,186
784
$1.89M 0.02%
466
+51
785
$1.89M 0.02%
51,300
-600
786
$1.87M 0.02%
19,845
+3,996
787
$1.87M 0.02%
36,610
+8,050
788
$1.87M 0.02%
55,343
+25,767
789
$1.86M 0.02%
86,192
+25,580
790
$1.86M 0.02%
58,335
+4,197
791
$1.85M 0.02%
85,908
+11,430
792
$1.85M 0.02%
87,218
+7,074
793
$1.85M 0.02%
+78,056
794
$1.85M 0.02%
21,869
-1,302
795
$1.84M 0.02%
18,858
-1,744
796
$1.83M 0.02%
126,372
+1,595
797
$1.83M 0.02%
103,551
+4,556
798
$1.83M 0.02%
53,137
+3,500
799
$1.82M 0.02%
71,848
+5,409
800
$1.82M 0.02%
48,977
+11,482
30 31
32
33 34