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
101
$25.7M 0.23%
322,852
+6,876
102
$25.5M 0.22%
1,584,260
-57,120
103
$25.2M 0.22%
402,631
+31,335
104
$25.2M 0.22%
860,644
+151,300
105
$25.1M 0.22%
623,704
-13,070
106
$25.1M 0.22%
493,455
+1,019
107
$24.7M 0.22%
326,319
-6,707
108
$24.7M 0.22%
773,316
-6,914
109
$24.3M 0.21%
376,465
+7,459
110
$24.3M 0.21%
377,149
+65,845
111
$24.1M 0.21%
1,243,989
-26,831
112
$23.9M 0.21%
490,885
-32,745
113
$23.3M 0.2%
342,242
-14,236
114
$23.3M 0.2%
469,755
+39,418
115
$23.3M 0.2%
708,221
+118,384
116
$22.8M 0.2%
1,540,177
+144,378
117
$22.7M 0.2%
622,661
+2,660
118
$22.5M 0.2%
4,902
-228
119
$21.9M 0.19%
198,841
-1,816
120
$21.9M 0.19%
+703,805
121
$21.7M 0.19%
248,295
-1,293
122
$21.2M 0.19%
648,965
-55,629
123
$21.1M 0.19%
224,948
-19,180
124
$21.1M 0.19%
228,886
+19,501
125
$21.1M 0.18%
1,357,324
-41,735
3 4
5
6 7