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
951
$1.35M 0.01%
18,441
-4,296
952
$1.35M 0.01%
30,033
+1,340
953
$1.34M 0.01%
59,087
+4,512
954
$1.34M 0.01%
57,737
+7,727
955
$1.34M 0.01%
135,248
+9,061
956
$1.34M 0.01%
34,332
-56,334
957
$1.34M 0.01%
66,227
+17,023
958
$1.34M 0.01%
+18,912
959
$1.34M 0.01%
46,727
+23,821
960
$1.34M 0.01%
32,730
+1,591
961
$1.34M 0.01%
34,056
+4,214
962
$1.34M 0.01%
9,309
+4,582
963
$1.33M 0.01%
16,549
-4,761
964
$1.33M 0.01%
10,090
+2,073
965
$1.32M 0.01%
30,891
+964
966
$1.32M 0.01%
7,627
-31,429
967
$1.32M 0.01%
45,593
+2,245
968
$1.32M 0.01%
+7,505
969
$1.32M 0.01%
73,491
+3,175
970
$1.32M 0.01%
91,112
+6,798
971
$1.31M 0.01%
59,433
-2,654
972
$1.31M 0.01%
27,140
+34
973
$1.31M 0.01%
15,744
+5,335
974
$1.31M 0.01%
27,773
+19,503
975
$1.3M 0.01%
56,664
-34,506
37 38
39
40 41