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
1876
$253K ﹤0.01%
+25,000
1877
$253K ﹤0.01%
4,344
+395
1878
$253K ﹤0.01%
2,823
-2,710
1879
$252K ﹤0.01%
+3,737
1880
$251K ﹤0.01%
5,608
-992
1881
$251K ﹤0.01%
16,600
1882
$251K ﹤0.01%
8,325
-1,025
1883
$251K ﹤0.01%
+4,449
1884
$251K ﹤0.01%
2,532
-1,272
1885
$250K ﹤0.01%
11,715
1886
$250K ﹤0.01%
16,000
1887
$250K ﹤0.01%
3,662
+434
1888
$249K ﹤0.01%
13,445
+1,205
1889
$249K ﹤0.01%
20,411
+2,935
1890
$248K ﹤0.01%
3,359
-145
1891
$248K ﹤0.01%
11,183
+1,403
1892
$248K ﹤0.01%
+36,000
1893
$248K ﹤0.01%
16,031
-24,688
1894
$247K ﹤0.01%
3,851
+803
1895
$246K ﹤0.01%
3,698
-60
1896
$246K ﹤0.01%
7,382
1897
$246K ﹤0.01%
+9,694
1898
$246K ﹤0.01%
17,500
+2,500
1899
$245K ﹤0.01%
+13,037
1900
$245K ﹤0.01%
+22,360
74 75
76
77 78