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
1151
$962K 0.01%
18,387
-193
1152
$960K 0.01%
43,706
-3,461
1153
$957K 0.01%
26,661
-4,044
1154
$955K 0.01%
7,886
-233
1155
$954K 0.01%
844
-34
1156
$954K 0.01%
30,872
+758
1157
$952K 0.01%
55,462
+4,104
1158
$948K 0.01%
+4,280
1159
$948K 0.01%
64,322
-715
1160
$948K 0.01%
9,871
+498
1161
$947K 0.01%
9,772
-3,372
1162
$947K 0.01%
36,190
-3,460
1163
$945K 0.01%
16,438
-39,251
1164
$943K 0.01%
31,809
+3,900
1165
$941K 0.01%
13,660
+1,501
1166
$938K 0.01%
24,955
-12,261
1167
$937K 0.01%
15,979
+646
1168
$933K 0.01%
15,362
+4,053
1169
$930K 0.01%
37,106
+7,298
1170
$930K 0.01%
1,363
+172
1171
$927K 0.01%
27,218
+10,143
1172
$927K 0.01%
25,537
+1,932
1173
$925K 0.01%
12,584
-137
1174
$924K 0.01%
12,153
+823
1175
$924K 0.01%
33,224
+24,678
45 46
47
48 49