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
1176
$920K 0.01%
21,675
+5,068
1177
$919K 0.01%
23,780
+11,962
1178
$918K 0.01%
21,132
+561
1179
$917K 0.01%
16,842
+518
1180
$916K 0.01%
+16,200
1181
$915K 0.01%
67,220
-21,239
1182
$915K 0.01%
+40,000
1183
$915K 0.01%
123,215
+76,118
1184
$913K 0.01%
30,704
-435
1185
$908K 0.01%
+45,300
1186
$908K 0.01%
18,506
-6,327
1187
$906K 0.01%
29,193
+2,464
1188
$904K 0.01%
15,346
-44,201
1189
$903K 0.01%
55,234
+20,234
1190
$903K 0.01%
43,995
+4,305
1191
$900K 0.01%
38,870
+695
1192
$899K 0.01%
42,398
-1,338
1193
$897K 0.01%
42,105
-5,340
1194
$897K 0.01%
+17,974
1195
$895K 0.01%
21,971
-22,614
1196
$895K 0.01%
13,265
-7,408
1197
$893K 0.01%
11,373
+5,225
1198
$891K 0.01%
50,878
+1,306
1199
$885K 0.01%
20,320
+11,078
1200
$882K 0.01%
12,792
+249
46 47
48
49 50