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
1751
$325K ﹤0.01%
51,300
-6,566
1752
$325K ﹤0.01%
57,878
+12,922
1753
$323K ﹤0.01%
9,283
-9,364
1754
$323K ﹤0.01%
9,658
-4,518
1755
$322K ﹤0.01%
9,917
+3,378
1756
$322K ﹤0.01%
2,707
+660
1757
$321K ﹤0.01%
34,749
+368
1758
$321K ﹤0.01%
+16,880
1759
$320K ﹤0.01%
8,664
-97
1760
$320K ﹤0.01%
6,219
-246
1761
$319K ﹤0.01%
35,000
1762
$319K ﹤0.01%
43,360
-43,680
1763
$318K ﹤0.01%
21,472
+1,324
1764
$318K ﹤0.01%
+9,247
1765
$317K ﹤0.01%
18,302
-13,219
1766
$316K ﹤0.01%
15,081
-13,119
1767
$315K ﹤0.01%
19,977
-2,242
1768
$315K ﹤0.01%
36,255
+9,450
1769
$315K ﹤0.01%
12,229
-464
1770
$314K ﹤0.01%
14,517
+675
1771
$314K ﹤0.01%
+12,441
1772
$314K ﹤0.01%
5,215
+694
1773
$314K ﹤0.01%
5,200
+1,634
1774
$313K ﹤0.01%
+16,278
1775
$313K ﹤0.01%
25,319
+1,720
69 70
71
72 73