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
1026
$1.2M 0.01%
68,387
-58
1027
$1.19M 0.01%
43,330
+4,025
1028
$1.19M 0.01%
19,476
-1,232
1029
$1.19M 0.01%
75,447
+42,111
1030
$1.19M 0.01%
31,883
+20,749
1031
$1.18M 0.01%
20,848
+3,649
1032
$1.18M 0.01%
107,234
+28,689
1033
$1.18M 0.01%
8,054
+264
1034
$1.18M 0.01%
36,060
-26,283
1035
$1.17M 0.01%
20,733
+1,437
1036
$1.17M 0.01%
52,369
+11,836
1037
$1.17M 0.01%
36,217
+3,166
1038
$1.17M 0.01%
38,563
-15,433
1039
$1.16M 0.01%
20,759
+759
1040
$1.16M 0.01%
+25,247
1041
$1.16M 0.01%
115,637
-16,832
1042
$1.16M 0.01%
80,250
+1,181
1043
$1.15M 0.01%
81,852
+5,000
1044
$1.15M 0.01%
30,886
+2,647
1045
$1.15M 0.01%
226,882
-122,736
1046
$1.15M 0.01%
11,527
-1,203
1047
$1.14M 0.01%
96,968
+5,584
1048
$1.14M 0.01%
36,777
+9,282
1049
$1.14M 0.01%
48,552
-8,128
1050
$1.14M 0.01%
264,876
-18,994
40 41
42
43 44