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
1251
$801K 0.01%
24,168
-447
1252
$800K 0.01%
15,511
+3,366
1253
$798K 0.01%
17,703
-101
1254
$798K 0.01%
12,512
+2,281
1255
$798K 0.01%
+30,534
1256
$796K 0.01%
43,439
+13,439
1257
$792K 0.01%
6,699
+1,575
1258
$792K 0.01%
31,700
+1,270
1259
$789K 0.01%
43,192
+6,052
1260
$789K 0.01%
23,765
+4,947
1261
$789K 0.01%
36,800
+9,306
1262
$788K 0.01%
11,547
+1,999
1263
$786K 0.01%
4,399
+2,979
1264
$785K 0.01%
50,236
+10,806
1265
$784K 0.01%
45,350
-4,700
1266
$783K 0.01%
52,250
+27,500
1267
$782K 0.01%
+47,237
1268
$779K 0.01%
20,573
-20,832
1269
$778K 0.01%
+7,746
1270
$775K 0.01%
14,969
+1,960
1271
$774K 0.01%
388,822
-6,595
1272
$773K 0.01%
17,627
+4,645
1273
$769K 0.01%
47,292
+5,840
1274
$768K 0.01%
+16,620
1275
$764K 0.01%
33,313
-1,954
49 50
51
52 53