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
1076
$1.09M 0.01%
23,516
+3,312
1077
$1.09M 0.01%
16,186
-115
1078
$1.08M 0.01%
32,460
-1,967
1079
$1.08M 0.01%
11,941
-5,490
1080
$1.08M 0.01%
21,021
-12,770
1081
$1.08M 0.01%
27,119
+1,726
1082
$1.08M 0.01%
25,464
+4,378
1083
$1.08M 0.01%
23,839
-229
1084
$1.07M 0.01%
97,911
+1,853
1085
$1.07M 0.01%
27,714
+3,194
1086
$1.07M 0.01%
+16,645
1087
$1.07M 0.01%
58,940
+5,466
1088
$1.07M 0.01%
37,503
+28,243
1089
$1.07M 0.01%
+43,517
1090
$1.07M 0.01%
8,196
+364
1091
$1.07M 0.01%
57,532
+3,330
1092
$1.06M 0.01%
21,364
-375
1093
$1.06M 0.01%
72,668
+2,501
1094
$1.06M 0.01%
47,256
-393
1095
$1.06M 0.01%
42,449
-571
1096
$1.06M 0.01%
26,938
+3,873
1097
$1.06M 0.01%
8,467
+263
1098
$1.06M 0.01%
114,486
+4,526
1099
$1.05M 0.01%
22,539
-156
1100
$1.05M 0.01%
19,926
-84
42 43
44
45 46