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
1201
$882K 0.01%
22,434
+35
1202
$881K 0.01%
25,681
-7,414
1203
$880K 0.01%
7,610
+1,300
1204
$879K 0.01%
17,380
-3,842
1205
$874K 0.01%
66,747
+32,802
1206
$872K 0.01%
31,347
-9,828
1207
$868K 0.01%
123,698
+14,441
1208
$868K 0.01%
17,119
-10,581
1209
$864K 0.01%
39,800
+2,100
1210
$864K 0.01%
28,425
+7,607
1211
$861K 0.01%
23,413
+18
1212
$859K 0.01%
3,444
-461
1213
$859K 0.01%
50,286
+296
1214
$859K 0.01%
14,509
-538
1215
$858K 0.01%
25,042
-845
1216
$857K 0.01%
101,370
-30,067
1217
$856K 0.01%
4,121
-1,850
1218
$855K 0.01%
26,128
-42
1219
$851K 0.01%
88,226
-61,774
1220
$849K 0.01%
23,702
+7,077
1221
$848K 0.01%
13,223
+3,973
1222
$846K 0.01%
+17,578
1223
$843K 0.01%
31,096
+3,292
1224
$842K 0.01%
115,733
-105,216
1225
$842K 0.01%
+7,682
47 48
49
50 51