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
851
$1.64M 0.01%
61,591
-1,882
852
$1.64M 0.01%
28,377
-17,660
853
$1.63M 0.01%
104,324
+104
854
$1.63M 0.01%
60,021
+3,151
855
$1.63M 0.01%
23,079
-2,693
856
$1.63M 0.01%
129,630
+9,159
857
$1.63M 0.01%
415,184
-54,296
858
$1.62M 0.01%
139,077
-50,377
859
$1.62M 0.01%
51,717
-600
860
$1.62M 0.01%
+40,028
861
$1.61M 0.01%
182,158
+1,471
862
$1.61M 0.01%
52,068
+15,333
863
$1.59M 0.01%
20,906
+3,488
864
$1.59M 0.01%
43,478
+7,403
865
$1.58M 0.01%
19,029
-191
866
$1.58M 0.01%
69,900
+19,741
867
$1.57M 0.01%
16,484
-10
868
$1.57M 0.01%
8,543
-251
869
$1.56M 0.01%
110,256
+87,052
870
$1.55M 0.01%
41,224
-2,011
871
$1.54M 0.01%
75,846
-1,565
872
$1.54M 0.01%
24,102
+2,732
873
$1.54M 0.01%
29,372
-5,495
874
$1.53M 0.01%
38,740
+1,064
875
$1.53M 0.01%
95,651
+7,165
33 34
35
36 37