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
1351
$675K 0.01%
19,273
-781
1352
$674K 0.01%
+10,775
1353
$674K 0.01%
54,922
+2,822
1354
$673K 0.01%
19,303
-1,566
1355
$668K 0.01%
14,111
-31,389
1356
$666K 0.01%
10,025
-3,982
1357
$665K 0.01%
27,078
-7,323
1358
$663K 0.01%
38,131
+16,549
1359
$661K 0.01%
8,267
+2,746
1360
$658K 0.01%
17,596
-3,272
1361
$657K 0.01%
40,295
+13,475
1362
$656K 0.01%
24,350
+3,725
1363
$655K 0.01%
7,176
+92
1364
$653K 0.01%
21,426
-257,051
1365
$651K 0.01%
13,188
+807
1366
$650K 0.01%
26,381
+2,976
1367
$650K 0.01%
25,838
-4,146
1368
$648K 0.01%
12,048
+276
1369
$648K 0.01%
53,551
-32,813
1370
$647K 0.01%
16,570
+2,352
1371
$647K 0.01%
29,899
-180
1372
$642K 0.01%
24,603
+12,030
1373
$641K 0.01%
4,916
+342
1374
$641K 0.01%
5,887
+82
1375
$640K 0.01%
10,970
-42,225
53 54
55
56 57