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
1451
$556K ﹤0.01%
21,387
+2,495
1452
$556K ﹤0.01%
12,282
-2,424
1453
$556K ﹤0.01%
2,092
+101
1454
$556K ﹤0.01%
18,181
-619
1455
$553K ﹤0.01%
11,597
+7,646
1456
$553K ﹤0.01%
37,301
+922
1457
$552K ﹤0.01%
7,075
+59
1458
$551K ﹤0.01%
15,761
+2,217
1459
$551K ﹤0.01%
102,000
-39,500
1460
$549K ﹤0.01%
33,410
+13,110
1461
$549K ﹤0.01%
48,974
-133,004
1462
$549K ﹤0.01%
55,026
+6,374
1463
$547K ﹤0.01%
40,275
1464
$547K ﹤0.01%
3,170
+808
1465
$546K ﹤0.01%
119,107
+102,555
1466
$545K ﹤0.01%
6,337
-145
1467
$544K ﹤0.01%
8,004
+121
1468
$544K ﹤0.01%
53,403
-625
1469
$543K ﹤0.01%
7,991
-703
1470
$543K ﹤0.01%
7,474
+274
1471
$542K ﹤0.01%
16,315
+2,685
1472
$541K ﹤0.01%
13,767
-257
1473
$540K ﹤0.01%
72,580
-950
1474
$540K ﹤0.01%
18,240
-906
1475
$539K ﹤0.01%
23,193
+5,761
57 58
59
60 61