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
1901
$244K ﹤0.01%
6,611
+1,018
1902
$243K ﹤0.01%
12,810
+456
1903
$242K ﹤0.01%
17,515
-332
1904
$241K ﹤0.01%
6,007
1905
$240K ﹤0.01%
32,650
1906
$240K ﹤0.01%
36,380
1907
$240K ﹤0.01%
5,842
1908
$240K ﹤0.01%
16,727
-292
1909
$239K ﹤0.01%
+5,386
1910
$239K ﹤0.01%
1,522
-9
1911
$239K ﹤0.01%
+3,723
1912
$239K ﹤0.01%
9,588
+1,536
1913
$238K ﹤0.01%
+34,700
1914
$237K ﹤0.01%
+4,260
1915
$237K ﹤0.01%
5,551
-1,182
1916
$237K ﹤0.01%
6,943
+541
1917
$236K ﹤0.01%
96
+11
1918
$236K ﹤0.01%
+3,418
1919
$236K ﹤0.01%
64,937
-4,166
1920
$235K ﹤0.01%
20,754
+7,468
1921
$235K ﹤0.01%
5,122
-1,132
1922
$234K ﹤0.01%
+15,316
1923
$234K ﹤0.01%
3,605
+200
1924
$234K ﹤0.01%
12,256
-690
1925
$233K ﹤0.01%
5,089
-89
75 76
77
78 79