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
1276
$763K 0.01%
28,668
+1,612
1277
$763K 0.01%
+47,364
1278
$763K 0.01%
16,356
+4,459
1279
$762K 0.01%
53,679
+4,843
1280
$760K 0.01%
+39,827
1281
$758K 0.01%
51,300
+23,900
1282
$758K 0.01%
25,733
+2,682
1283
$757K 0.01%
85,726
-92,380
1284
$755K 0.01%
35,549
+14,171
1285
$755K 0.01%
52,076
+176
1286
$753K 0.01%
25,449
-8,073
1287
$752K 0.01%
39,860
-279
1288
$750K 0.01%
18,112
+2,822
1289
$749K 0.01%
14,486
+10,043
1290
$749K 0.01%
42,244
-2,144
1291
$749K 0.01%
17,038
+940
1292
$747K 0.01%
60,333
-1,530
1293
$747K 0.01%
+33,471
1294
$746K 0.01%
64,026
+5,229
1295
$746K 0.01%
19,569
+5,611
1296
$745K 0.01%
2,910
+781
1297
$745K 0.01%
200,183
+14,000
1298
$743K 0.01%
118,817
+15,908
1299
$742K 0.01%
34,791
+2,567
1300
$741K 0.01%
19,462
-2,185
50 51
52
53 54