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
1001
$1.25M 0.01%
27,560
+14,934
1002
$1.25M 0.01%
49,645
+5,900
1003
$1.25M 0.01%
105,005
+7,852
1004
$1.25M 0.01%
85,862
+6,511
1005
$1.24M 0.01%
52,064
-6,714
1006
$1.24M 0.01%
42,096
-15,021
1007
$1.24M 0.01%
61,567
+30,098
1008
$1.23M 0.01%
35,324
+4,799
1009
$1.23M 0.01%
86,666
+4,024
1010
$1.23M 0.01%
55,030
+26,484
1011
$1.23M 0.01%
50,559
-1,360
1012
$1.23M 0.01%
89,855
-5,665
1013
$1.23M 0.01%
51,300
-600
1014
$1.22M 0.01%
19,345
-77
1015
$1.22M 0.01%
64,675
+1,250
1016
$1.22M 0.01%
1,064
-1
1017
$1.22M 0.01%
34,074
-110
1018
$1.22M 0.01%
48,108
+6,344
1019
$1.21M 0.01%
9,800
-87
1020
$1.21M 0.01%
13,612
+1,488
1021
$1.21M 0.01%
+56,559
1022
$1.21M 0.01%
194,630
+6,472
1023
$1.21M 0.01%
97,649
-36,802
1024
$1.21M 0.01%
80,450
+6,260
1025
$1.2M 0.01%
55,098
+13,037
39 40
41
42 43