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
1626
$420K ﹤0.01%
10,041
+50
1627
$420K ﹤0.01%
22,172
-3,280
1628
$419K ﹤0.01%
15,456
+1,299
1629
$419K ﹤0.01%
1,619
-579
1630
$418K ﹤0.01%
15,565
+5,432
1631
$418K ﹤0.01%
11,748
-1,254
1632
$418K ﹤0.01%
25,588
-182
1633
$416K ﹤0.01%
2,911
+850
1634
$415K ﹤0.01%
13,600
+2,116
1635
$415K ﹤0.01%
+3,523
1636
$415K ﹤0.01%
6,649
-1,987
1637
$414K ﹤0.01%
42,462
-2,538
1638
$413K ﹤0.01%
20,524
+468
1639
$413K ﹤0.01%
46
+3
1640
$413K ﹤0.01%
13,195
+1,961
1641
$411K ﹤0.01%
4,289
-644
1642
$410K ﹤0.01%
2,190
-194
1643
$410K ﹤0.01%
30,200
-5,569
1644
$409K ﹤0.01%
7,792
-98
1645
$406K ﹤0.01%
31,635
+44
1646
$405K ﹤0.01%
59,430
-5,570
1647
$404K ﹤0.01%
36,970
+3,190
1648
$403K ﹤0.01%
8,648
-176
1649
$400K ﹤0.01%
19,511
-6,991
1650
$400K ﹤0.01%
83,724
+34,998
64 65
66
67 68