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
1101
$1.05M 0.01%
23,742
+1,224
1102
$1.05M 0.01%
49,115
+7,201
1103
$1.05M 0.01%
22,252
+12,701
1104
$1.04M 0.01%
26,830
-2,851
1105
$1.04M 0.01%
3,313
+1,057
1106
$1.04M 0.01%
10,086
+69
1107
$1.04M 0.01%
18,263
+4,716
1108
$1.04M 0.01%
5,261
+331
1109
$1.03M 0.01%
18,429
-469
1110
$1.03M 0.01%
14,740
-2,500
1111
$1.03M 0.01%
9,411
+1,054
1112
$1.03M 0.01%
20,882
+1,252
1113
$1.03M 0.01%
31,513
+11,696
1114
$1.03M 0.01%
54,886
+44,386
1115
$1.02M 0.01%
84,310
-1,862
1116
$1.02M 0.01%
76,380
+1,072
1117
$1.02M 0.01%
44,877
+35,355
1118
$1.02M 0.01%
13,954
+377
1119
$1.02M 0.01%
25,670
+10,082
1120
$1.02M 0.01%
+17,230
1121
$1.02M 0.01%
38,138
+5,666
1122
$1.01M 0.01%
40,280
-3,720
1123
$1M 0.01%
9,394
+6,632
1124
$1M 0.01%
14,774
+1,536
1125
$998K 0.01%
27,016
+995
43 44
45
46 47