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
801
$1.82M 0.02%
113,390
-335,802
802
$1.82M 0.02%
67,668
-34,656
803
$1.81M 0.02%
20,821
+10,388
804
$1.8M 0.02%
101,698
-2,502
805
$1.79M 0.02%
30,549
+1,009
806
$1.79M 0.02%
18,196
-266
807
$1.79M 0.02%
5,870
-50
808
$1.78M 0.02%
37,574
+28,200
809
$1.78M 0.02%
36,710
-833
810
$1.77M 0.02%
59,805
-12,597
811
$1.77M 0.02%
59,769
+15,655
812
$1.76M 0.02%
79,635
+7,896
813
$1.76M 0.02%
24,419
-2,928
814
$1.76M 0.02%
59,875
+9,092
815
$1.76M 0.02%
39,640
-15,475
816
$1.75M 0.02%
57,039
+28,094
817
$1.75M 0.02%
+30,525
818
$1.74M 0.02%
38,858
-2,474
819
$1.73M 0.02%
57,446
-9,257
820
$1.73M 0.02%
138,071
+27,288
821
$1.72M 0.02%
26,165
+2,725
822
$1.72M 0.02%
19,683
+2,571
823
$1.71M 0.02%
76,993
-3,992
824
$1.71M 0.02%
15,563
+257
825
$1.71M 0.02%
23,920
+2,502
31 32
33
34 35