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
1726
$344K ﹤0.01%
+15,028
1727
$344K ﹤0.01%
38,945
-3,905
1728
$343K ﹤0.01%
+7,572
1729
$343K ﹤0.01%
+3,652
1730
$343K ﹤0.01%
28,317
+1,538
1731
$341K ﹤0.01%
3,307
-3,155
1732
$339K ﹤0.01%
269
+126
1733
$337K ﹤0.01%
4,385
-1,163
1734
$337K ﹤0.01%
53,700
+28,700
1735
$336K ﹤0.01%
+9,924
1736
$332K ﹤0.01%
5,002
+872
1737
$332K ﹤0.01%
+3,538
1738
$332K ﹤0.01%
+15,000
1739
$332K ﹤0.01%
14,219
-1,604
1740
$331K ﹤0.01%
16,617
-231
1741
$331K ﹤0.01%
15,086
+1,133
1742
$331K ﹤0.01%
48,200
-19,700
1743
$330K ﹤0.01%
14,311
-300
1744
$330K ﹤0.01%
3,914
+675
1745
$330K ﹤0.01%
10,053
-2,778
1746
$328K ﹤0.01%
23,142
-44
1747
$328K ﹤0.01%
8,936
1748
$327K ﹤0.01%
5,629
-73
1749
$327K ﹤0.01%
+17,586
1750
$326K ﹤0.01%
7,456
+1,133
68 69
70
71 72