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
1301
$740K 0.01%
22,726
+11,228
1302
$739K 0.01%
10,694
-2,361
1303
$738K 0.01%
12,615
+1,515
1304
$738K 0.01%
47,825
+6,655
1305
$737K 0.01%
21,972
-74
1306
$736K 0.01%
101,240
+800
1307
$735K 0.01%
33,476
+5,762
1308
$734K 0.01%
18,793
+2,158
1309
$733K 0.01%
54,031
+11,538
1310
$733K 0.01%
28,120
+11,732
1311
$731K 0.01%
89,168
+15,336
1312
$731K 0.01%
7,517
-1,072
1313
$728K 0.01%
26,589
+4,283
1314
$725K 0.01%
24,341
-26
1315
$724K 0.01%
60,749
+20,899
1316
$724K 0.01%
33,093
+9,534
1317
$724K 0.01%
15,711
-3,899
1318
$721K 0.01%
14,144
-105
1319
$721K 0.01%
12,609
+6,258
1320
$719K 0.01%
14,551
+2,382
1321
$716K 0.01%
3,034
+2,174
1322
$714K 0.01%
10,831
-1,136
1323
$713K 0.01%
8,162
+577
1324
$712K 0.01%
10,753
-1,013
1325
$710K 0.01%
11,865
+758
51 52
53
54 55