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
1376
$637K 0.01%
29,009
+9,898
1377
$636K 0.01%
47,808
+9,208
1378
$636K 0.01%
1,544
+198
1379
$635K 0.01%
33,995
+11,966
1380
$635K 0.01%
28,491
-134
1381
$633K 0.01%
1,758
+190
1382
$633K 0.01%
3,821
-505
1383
$632K 0.01%
25,965
-168
1384
$631K 0.01%
4,909
+132
1385
$630K 0.01%
111,917
+634
1386
$629K 0.01%
34,202
-5,970
1387
$629K 0.01%
11,529
+938
1388
$629K 0.01%
26,728
+365
1389
$628K 0.01%
26,584
+240
1390
$628K 0.01%
14,690
-1,333
1391
$627K 0.01%
79,104
+4,184
1392
$626K 0.01%
36,695
+3,355
1393
$624K 0.01%
+3,784
1394
$622K 0.01%
56,500
-4,500
1395
$620K 0.01%
14,947
-4,532
1396
$619K 0.01%
27,390
-2,785
1397
$618K 0.01%
5,505
+2,304
1398
$617K 0.01%
7,420
-11,642
1399
$616K 0.01%
29,324
-10,479
1400
$616K 0.01%
14,873
+406
54 55
56
57 58