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
1501
$517K ﹤0.01%
12,724
+961
1502
$517K ﹤0.01%
18,579
-2,155
1503
$517K ﹤0.01%
15,372
1504
$516K ﹤0.01%
+38,750
1505
$516K ﹤0.01%
14,464
1506
$516K ﹤0.01%
102,350
-123,270
1507
$516K ﹤0.01%
15,813
+255
1508
$513K ﹤0.01%
18,936
+7,876
1509
$513K ﹤0.01%
13,060
+898
1510
$512K ﹤0.01%
36,750
-1,400
1511
$512K ﹤0.01%
43,357
-3,920
1512
$512K ﹤0.01%
109,700
-12,700
1513
$511K ﹤0.01%
7,569
1514
$510K ﹤0.01%
39,550
-12,830
1515
$510K ﹤0.01%
17,968
1516
$510K ﹤0.01%
+9,237
1517
$507K ﹤0.01%
422
+81
1518
$507K ﹤0.01%
35,534
-225,268
1519
$506K ﹤0.01%
33,574
-506
1520
$506K ﹤0.01%
10,700
+300
1521
$506K ﹤0.01%
5,037
-73
1522
$506K ﹤0.01%
5,235
-80
1523
$505K ﹤0.01%
29,934
-42,708
1524
$504K ﹤0.01%
14,701
+8,466
1525
$503K ﹤0.01%
9,334
-349
59 60
61
62 63