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
1576
$460K ﹤0.01%
18,513
+855
1577
$460K ﹤0.01%
8,298
+1,284
1578
$459K ﹤0.01%
23,162
+14,290
1579
$459K ﹤0.01%
10,749
+45
1580
$457K ﹤0.01%
24,205
+5,689
1581
$457K ﹤0.01%
8,618
-542
1582
$456K ﹤0.01%
10,018
+778
1583
$456K ﹤0.01%
7,485
-2,600
1584
$454K ﹤0.01%
+18,063
1585
$454K ﹤0.01%
12,702
-102,984
1586
$454K ﹤0.01%
6,057
-719
1587
$453K ﹤0.01%
13,453
+4,625
1588
$452K ﹤0.01%
14,341
+6,374
1589
$452K ﹤0.01%
16,966
+2,170
1590
$452K ﹤0.01%
3,582
+986
1591
$451K ﹤0.01%
3,360
+1,000
1592
$451K ﹤0.01%
10,577
-519
1593
$449K ﹤0.01%
+10,004
1594
$446K ﹤0.01%
10,807
-330
1595
$446K ﹤0.01%
34,175
+5,075
1596
$445K ﹤0.01%
6,149
-1,071
1597
$444K ﹤0.01%
40,984
+14,001
1598
$443K ﹤0.01%
18,508
+971
1599
$443K ﹤0.01%
42,150
+1,750
1600
$443K ﹤0.01%
16,500
+500
62 63
64
65 66