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
926
$1.41M 0.01%
+46,211
927
$1.41M 0.01%
23,539
+1,101
928
$1.41M 0.01%
114,867
929
$1.41M 0.01%
+28,215
930
$1.41M 0.01%
140,336
+17,321
931
$1.41M 0.01%
86,940
+29,655
932
$1.41M 0.01%
90,360
+9,820
933
$1.41M 0.01%
25,640
+6,856
934
$1.4M 0.01%
63,430
-143
935
$1.4M 0.01%
11,590
+4,573
936
$1.4M 0.01%
123,842
+25,432
937
$1.4M 0.01%
31,701
+880
938
$1.4M 0.01%
62,298
+660
939
$1.39M 0.01%
17,753
+2,216
940
$1.39M 0.01%
30,761
-6,424
941
$1.37M 0.01%
9,349
-6,053
942
$1.37M 0.01%
39,172
-306
943
$1.37M 0.01%
194,504
-2,268
944
$1.37M 0.01%
30,620
+16,208
945
$1.36M 0.01%
+106,950
946
$1.36M 0.01%
18,181
-12,751
947
$1.36M 0.01%
+48,852
948
$1.36M 0.01%
54,239
+8,018
949
$1.35M 0.01%
52,495
-2,529
950
$1.35M 0.01%
+36,357
36 37
38
39 40