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
1801
$294K ﹤0.01%
+8,291
1802
$294K ﹤0.01%
20,743
+2,743
1803
$293K ﹤0.01%
14,502
-533
1804
$293K ﹤0.01%
11,980
-1,970
1805
$293K ﹤0.01%
16,865
+4,195
1806
$292K ﹤0.01%
25,000
+15,000
1807
$290K ﹤0.01%
10,485
+1,254
1808
$290K ﹤0.01%
16,968
+1,038
1809
$290K ﹤0.01%
+15,080
1810
$289K ﹤0.01%
2,100
-213
1811
$288K ﹤0.01%
+2,452
1812
$288K ﹤0.01%
2,726
+176
1813
$288K ﹤0.01%
42,724
+20,699
1814
$286K ﹤0.01%
18,850
+1,000
1815
$286K ﹤0.01%
+8,460
1816
$286K ﹤0.01%
9,751
-25,871
1817
$283K ﹤0.01%
20,900
+647
1818
$282K ﹤0.01%
11,182
+118
1819
$282K ﹤0.01%
+17,398
1820
$282K ﹤0.01%
4,039
+1,018
1821
$281K ﹤0.01%
9,292
-259
1822
$281K ﹤0.01%
7,525
+100
1823
$281K ﹤0.01%
8,535
-700
1824
$280K ﹤0.01%
10,653
-9,574
1825
$279K ﹤0.01%
5,620
+1,160
71 72
73
74 75