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
76
$31.9M 0.28%
419,384
+3,510
77
$31M 0.27%
187,651
+12,417
78
$30.6M 0.27%
665,672
+61,760
79
$30.4M 0.27%
403,744
-24,519
80
$30.2M 0.26%
240,707
-3,863
81
$30.1M 0.26%
164,540
+2,607
82
$29.6M 0.26%
272,707
+8,545
83
$29.3M 0.26%
857,384
+43,166
84
$29.2M 0.26%
569,813
+13,281
85
$28.8M 0.25%
509,126
+494,073
86
$28.7M 0.25%
303,086
+3,679
87
$28.4M 0.25%
259,934
+10,232
88
$28.3M 0.25%
345,030
+197,746
89
$28.1M 0.25%
411,937
+205,030
90
$28.1M 0.25%
253,083
+10,853
91
$27.7M 0.24%
648,267
+47,813
92
$27.4M 0.24%
726,474
+65,602
93
$27.1M 0.24%
764,264
-6,850
94
$26.8M 0.24%
707,324
+101,432
95
$26.7M 0.23%
165,207
+15,660
96
$26.2M 0.23%
1,628,069
+16,808
97
$25.8M 0.23%
753,585
+367,240
98
$25.8M 0.23%
541,661
-38,850
99
$25.8M 0.23%
872,930
+128,872
100
$25.8M 0.23%
1,776,041
+34,671
2 3
4
5 6