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
1601
$440K ﹤0.01%
8,516
-2,097
1602
$440K ﹤0.01%
+15,662
1603
$439K ﹤0.01%
14,257
-372
1604
$439K ﹤0.01%
10,449
+2,204
1605
$436K ﹤0.01%
+8,391
1606
$435K ﹤0.01%
16,585
-292
1607
$435K ﹤0.01%
14,767
+2,796
1608
$434K ﹤0.01%
9,539
+2,030
1609
$434K ﹤0.01%
37,127
+100
1610
$432K ﹤0.01%
7,460
+83
1611
$432K ﹤0.01%
17,650
+1,075
1612
$431K ﹤0.01%
11,862
+4,392
1613
$430K ﹤0.01%
+6,744
1614
$429K ﹤0.01%
17,860
+2,678
1615
$428K ﹤0.01%
7,228
+111
1616
$428K ﹤0.01%
33,681
+20,436
1617
$427K ﹤0.01%
+15,743
1618
$427K ﹤0.01%
13,724
-404
1619
$425K ﹤0.01%
14,999
+804
1620
$424K ﹤0.01%
21,892
+5,851
1621
$423K ﹤0.01%
10,095
-2,905
1622
$422K ﹤0.01%
4,475
+92
1623
$421K ﹤0.01%
16,388
+4,514
1624
$421K ﹤0.01%
+8,338
1625
$421K ﹤0.01%
32,120
-355
63 64
65
66 67