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
1651
$399K ﹤0.01%
16,915
1652
$399K ﹤0.01%
20,010
+2,973
1653
$399K ﹤0.01%
9,259
+52
1654
$398K ﹤0.01%
+25,774
1655
$398K ﹤0.01%
40,370
-15,367
1656
$398K ﹤0.01%
30,701
+1,350
1657
$396K ﹤0.01%
+6,469
1658
$394K ﹤0.01%
27,231
-68,252
1659
$392K ﹤0.01%
3,093
1660
$390K ﹤0.01%
+19,709
1661
$388K ﹤0.01%
20,350
-11,664
1662
$385K ﹤0.01%
16,176
+7
1663
$385K ﹤0.01%
+20,243
1664
$383K ﹤0.01%
4,479
-3,925
1665
$382K ﹤0.01%
21,956
+4,231
1666
$382K ﹤0.01%
9,106
-404
1667
$381K ﹤0.01%
28,496
1668
$380K ﹤0.01%
7,710
+2,079
1669
$380K ﹤0.01%
19,266
+6,331
1670
$380K ﹤0.01%
+29,120
1671
$378K ﹤0.01%
21,825
+1,105
1672
$378K ﹤0.01%
26,083
+2,257
1673
$377K ﹤0.01%
23,118
+6,324
1674
$377K ﹤0.01%
11,137
+584
1675
$377K ﹤0.01%
31,032
-3,924
65 66
67
68 69