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
1526
$503K ﹤0.01%
15,777
+2,958
1527
$502K ﹤0.01%
+16,820
1528
$500K ﹤0.01%
9,363
-56,672
1529
$500K ﹤0.01%
66,646
-1,870
1530
$499K ﹤0.01%
14,306
+136
1531
$498K ﹤0.01%
11,110
+32
1532
$497K ﹤0.01%
85,912
-16,143
1533
$495K ﹤0.01%
37,756
-4,367
1534
$495K ﹤0.01%
+34,686
1535
$495K ﹤0.01%
54,172
-54,293
1536
$492K ﹤0.01%
112,218
-36,919
1537
$491K ﹤0.01%
35,626
+639
1538
$489K ﹤0.01%
24,400
-5,806
1539
$487K ﹤0.01%
3,615
-10,089
1540
$486K ﹤0.01%
8,078
+67
1541
$486K ﹤0.01%
+29,778
1542
$485K ﹤0.01%
9,409
-173
1543
$485K ﹤0.01%
+14,749
1544
$485K ﹤0.01%
+14,208
1545
$483K ﹤0.01%
8,210
-192
1546
$482K ﹤0.01%
34,825
-1,000
1547
$481K ﹤0.01%
19,761
-2,377
1548
$481K ﹤0.01%
13,300
1549
$480K ﹤0.01%
6,403
+1,624
1550
$480K ﹤0.01%
2,950
+417
60 61
62
63 64