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
1126
$997K 0.01%
8,749
-75
1127
$994K 0.01%
20,036
+1,462
1128
$990K 0.01%
75,467
+1,768
1129
$990K 0.01%
31,062
+6,915
1130
$990K 0.01%
29,859
-19,895
1131
$989K 0.01%
40,019
-7,697
1132
$988K 0.01%
5,954
+2,698
1133
$987K 0.01%
19,983
+966
1134
$986K 0.01%
30,471
-1,440
1135
$986K 0.01%
10,349
-216
1136
$985K 0.01%
30,117
+6,528
1137
$984K 0.01%
18,423
+3,910
1138
$983K 0.01%
19,169
+2,936
1139
$982K 0.01%
70,374
+3,655
1140
$981K 0.01%
14,407
-35
1141
$979K 0.01%
20,295
-6,200
1142
$978K 0.01%
37,611
+9,787
1143
$974K 0.01%
9,204
-612
1144
$974K 0.01%
13,932
+2,598
1145
$972K 0.01%
16,383
-63
1146
$970K 0.01%
9,730
+2,628
1147
$968K 0.01%
46,596
-2,612
1148
$968K 0.01%
+42,821
1149
$964K 0.01%
14,243
+108
1150
$963K 0.01%
88,636
-2,612
44 45
46
47 48