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
1326
$706K 0.01%
7,950
-21
1327
$703K 0.01%
+11,794
1328
$703K 0.01%
+5,477
1329
$701K 0.01%
75,000
+50,000
1330
$700K 0.01%
14,678
-3,601
1331
$699K 0.01%
12,845
+995
1332
$699K 0.01%
21,449
+13,764
1333
$698K 0.01%
6,186
-86,295
1334
$696K 0.01%
106,226
+19,971
1335
$696K 0.01%
6,630
-1,426
1336
$695K 0.01%
28,580
+3,895
1337
$695K 0.01%
108,498
-9,571
1338
$694K 0.01%
15,819
+5,822
1339
$692K 0.01%
14,618
-104
1340
$689K 0.01%
9,536
1341
$688K 0.01%
24,785
+1,577
1342
$686K 0.01%
14,821
+1,264
1343
$685K 0.01%
18,006
+271
1344
$682K 0.01%
13,052
+474
1345
$682K 0.01%
+12,500
1346
$682K 0.01%
10,281
+4,159
1347
$680K 0.01%
12,030
+259
1348
$677K 0.01%
8,873
-6,607
1349
$676K 0.01%
15,792
+92
1350
$675K 0.01%
2,452
-20,186
52 53
54
55 56