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
1851
$265K ﹤0.01%
+2,808
1852
$265K ﹤0.01%
41,240
+2,576
1853
$265K ﹤0.01%
2,640
+43
1854
$265K ﹤0.01%
3,289
+394
1855
$265K ﹤0.01%
7,535
-1,248
1856
$264K ﹤0.01%
12,391
-959
1857
$264K ﹤0.01%
55,509
-6,128
1858
$264K ﹤0.01%
+9,205
1859
$264K ﹤0.01%
+45,145
1860
$263K ﹤0.01%
11,048
-1,717
1861
$263K ﹤0.01%
11,048
-15,777
1862
$262K ﹤0.01%
+11,990
1863
$262K ﹤0.01%
1,807
+416
1864
$261K ﹤0.01%
19,125
+1,500
1865
$260K ﹤0.01%
4,370
+765
1866
$260K ﹤0.01%
4,021
-274
1867
$259K ﹤0.01%
6,044
-184
1868
$259K ﹤0.01%
11,700
-350
1869
$256K ﹤0.01%
+7,334
1870
$255K ﹤0.01%
10,277
-3,697
1871
$255K ﹤0.01%
+5,290
1872
$254K ﹤0.01%
20,060
-200
1873
$254K ﹤0.01%
12,237
-1,221
1874
$254K ﹤0.01%
7,419
-38
1875
$253K ﹤0.01%
20,612
+2,989
73 74
75
76 77