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
151
$18.6M 0.16%
541,642
+9,607
152
$18.3M 0.16%
507,606
+4,407
153
$18.2M 0.16%
360,645
-468
154
$18.2M 0.16%
213,883
+10,171
155
$17.9M 0.16%
97,356
+1,875
156
$17.8M 0.16%
319,085
+25,555
157
$17.8M 0.16%
702,743
+254,588
158
$17.7M 0.16%
206,898
+4,808
159
$17.6M 0.15%
151,539
+5,455
160
$17.5M 0.15%
442,413
+95,955
161
$17.4M 0.15%
211,852
+45,553
162
$17.3M 0.15%
1,296,436
+125,219
163
$17.3M 0.15%
142,301
+54,354
164
$17.3M 0.15%
157,807
-2,162
165
$17.2M 0.15%
147,702
+1,814
166
$17.2M 0.15%
647,006
-2,530
167
$17.1M 0.15%
177,970
+10,586
168
$17M 0.15%
231,524
-15,108
169
$16.9M 0.15%
208,820
+1,467
170
$16.7M 0.15%
302,147
-34,516
171
$16.7M 0.15%
990,151
+26,964
172
$16.7M 0.15%
419,453
+6,411
173
$16.5M 0.15%
410,332
+55,534
174
$16.4M 0.14%
124,691
-3,730
175
$16.4M 0.14%
143,887
+38,357
5 6
7
8 9