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
1401
$616K 0.01%
63,475
+49,810
1402
$615K 0.01%
15,803
+1,978
1403
$614K 0.01%
540
+92
1404
$612K 0.01%
+14,549
1405
$612K 0.01%
38,476
-43,318
1406
$611K 0.01%
9,943
+2,970
1407
$611K 0.01%
34,843
-800
1408
$608K 0.01%
7,896
-336
1409
$607K 0.01%
10,619
+1,801
1410
$604K 0.01%
9,552
+5,956
1411
$604K 0.01%
3,786
+1,122
1412
$603K 0.01%
6,629
-3,316
1413
$601K 0.01%
22,238
+12,869
1414
$598K 0.01%
3,245
+349
1415
$597K 0.01%
1,520
-15
1416
$597K 0.01%
+33,671
1417
$596K 0.01%
9,593
-107
1418
$595K 0.01%
3,480
+568
1419
$595K 0.01%
334
+236
1420
$594K 0.01%
11,041
-92
1421
$594K 0.01%
11,969
+424
1422
$593K 0.01%
20,280
+10,480
1423
$592K 0.01%
76,257
+18,191
1424
$591K 0.01%
+33,395
1425
$590K 0.01%
5,979
+2,547
55 56
57
58 59