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
876
$1.53M 0.01%
13,083
+282
877
$1.53M 0.01%
77,820
+13,357
878
$1.53M 0.01%
33,000
+5,730
879
$1.52M 0.01%
+105,772
880
$1.51M 0.01%
34,102
-3,494
881
$1.51M 0.01%
41,336
+886
882
$1.5M 0.01%
+59,078
883
$1.5M 0.01%
109,423
+5,883
884
$1.5M 0.01%
55,292
+4,419
885
$1.5M 0.01%
+95,507
886
$1.49M 0.01%
17,300
+196
887
$1.49M 0.01%
70,494
+4,543
888
$1.49M 0.01%
73,588
+14,083
889
$1.49M 0.01%
111,601
+35,000
890
$1.49M 0.01%
48,513
+11,436
891
$1.48M 0.01%
93,000
-6,313
892
$1.48M 0.01%
42,498
+2,827
893
$1.47M 0.01%
2,317
+236
894
$1.47M 0.01%
62,345
-2,350
895
$1.47M 0.01%
27,431
-1,766
896
$1.47M 0.01%
112,111
-1,037
897
$1.46M 0.01%
130,000
+40,000
898
$1.46M 0.01%
35,188
-12,450
899
$1.46M 0.01%
25,106
+3,068
900
$1.46M 0.01%
32,669
-1,455
34 35
36
37 38