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
1701
$360K ﹤0.01%
+7,573
1702
$359K ﹤0.01%
+15,425
1703
$358K ﹤0.01%
+64,019
1704
$358K ﹤0.01%
20,469
+2,084
1705
$357K ﹤0.01%
35,900
1706
$357K ﹤0.01%
6,533
-2,240
1707
$356K ﹤0.01%
+6,815
1708
$356K ﹤0.01%
304
-12
1709
$354K ﹤0.01%
2,336
-37
1710
$354K ﹤0.01%
11,387
-336
1711
$353K ﹤0.01%
15,262
-124
1712
$353K ﹤0.01%
7,084
-68
1713
$352K ﹤0.01%
+10,438
1714
$352K ﹤0.01%
12,140
-5,256
1715
$350K ﹤0.01%
8,904
-12,460
1716
$349K ﹤0.01%
30,000
-20,000
1717
$349K ﹤0.01%
5,918
+710
1718
$349K ﹤0.01%
4,865
+66
1719
$349K ﹤0.01%
+12,930
1720
$349K ﹤0.01%
15,585
+107
1721
$348K ﹤0.01%
+10,290
1722
$346K ﹤0.01%
7,235
-960
1723
$346K ﹤0.01%
16,553
+6,613
1724
$346K ﹤0.01%
26,481
+1,247
1725
$345K ﹤0.01%
10,892
+344
67 68
69
70 71