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
1051
$1.14M 0.01%
17,536
+254
1052
$1.13M 0.01%
26,165
+21,035
1053
$1.13M 0.01%
106,942
+38,241
1054
$1.12M 0.01%
31,988
-12,836
1055
$1.12M 0.01%
38,687
-9,972
1056
$1.12M 0.01%
42,915
-448
1057
$1.12M 0.01%
13,579
+1,227
1058
$1.11M 0.01%
55,329
+16,629
1059
$1.11M 0.01%
78,402
-55,148
1060
$1.11M 0.01%
26,596
-520
1061
$1.11M 0.01%
33,263
-222
1062
$1.11M 0.01%
22,088
-2,890
1063
$1.11M 0.01%
7,841
+841
1064
$1.11M 0.01%
20,279
-45
1065
$1.11M 0.01%
16,203
+122
1066
$1.1M 0.01%
79,497
+3,705
1067
$1.1M 0.01%
41,995
+12,644
1068
$1.1M 0.01%
133,689
-637,019
1069
$1.1M 0.01%
+36,950
1070
$1.1M 0.01%
8,665
-4,816
1071
$1.1M 0.01%
119,081
-6,329
1072
$1.09M 0.01%
18,999
+3,390
1073
$1.09M 0.01%
22,138
-7,378
1074
$1.09M 0.01%
45,775
-32,465
1075
$1.09M 0.01%
33,388
+4,874
41 42
43
44 45