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
1426
$589K 0.01%
71,832
+14,662
1427
$589K 0.01%
11,788
+3,492
1428
$588K 0.01%
17,001
+3,810
1429
$587K 0.01%
+20,000
1430
$587K 0.01%
1,029,545
1431
$586K 0.01%
41,100
-4,820
1432
$585K 0.01%
16,587
+2,122
1433
$585K 0.01%
52,219
-285,676
1434
$584K 0.01%
+7,512
1435
$582K 0.01%
45,629
+5,156
1436
$582K 0.01%
+5,940
1437
$580K 0.01%
3,013
+344
1438
$579K 0.01%
19,012
-3,884
1439
$578K 0.01%
+9,856
1440
$577K 0.01%
24,399
+1,141
1441
$576K 0.01%
25,430
+2,751
1442
$575K 0.01%
62,738
-22,931
1443
$572K 0.01%
22,521
+221
1444
$571K 0.01%
19,065
+8,927
1445
$569K 0.01%
16,231
+4,956
1446
$565K 0.01%
19,266
-872
1447
$562K ﹤0.01%
18,290
+10
1448
$561K ﹤0.01%
+38,108
1449
$560K ﹤0.01%
22,564
+4,789
1450
$559K ﹤0.01%
42,151
-2,437
56 57
58
59 60