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
1476
$539K ﹤0.01%
+25,902
1477
$537K ﹤0.01%
31,465
+6,325
1478
$535K ﹤0.01%
13,977
+4,316
1479
$535K ﹤0.01%
+12,602
1480
$534K ﹤0.01%
12,250
+400
1481
$534K ﹤0.01%
19,077
-839
1482
$533K ﹤0.01%
44,006
+1,427
1483
$532K ﹤0.01%
7,846
-8,218
1484
$532K ﹤0.01%
19,001
+315
1485
$531K ﹤0.01%
+12,764
1486
$531K ﹤0.01%
+36,990
1487
$531K ﹤0.01%
+10,470
1488
$531K ﹤0.01%
11,870
+464
1489
$530K ﹤0.01%
14,173
-2,049
1490
$530K ﹤0.01%
+9,500
1491
$527K ﹤0.01%
41,839
-115
1492
$526K ﹤0.01%
27,830
+17,180
1493
$526K ﹤0.01%
17,115
+3,712
1494
$523K ﹤0.01%
11,616
+5,378
1495
$523K ﹤0.01%
31,906
+4,476
1496
$522K ﹤0.01%
6,520
1497
$522K ﹤0.01%
13,361
-2,292
1498
$521K ﹤0.01%
5,794
-699
1499
$521K ﹤0.01%
7,143
+180
1500
$518K ﹤0.01%
+47,075
58 59
60
61 62