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
1951
$223K ﹤0.01%
8,305
-125
1952
$222K ﹤0.01%
5,336
-554
1953
$222K ﹤0.01%
37,740
-32,276
1954
$222K ﹤0.01%
+3,813
1955
$221K ﹤0.01%
29,690
+15,090
1956
$220K ﹤0.01%
4,078
-1,289
1957
$220K ﹤0.01%
20,644
-4,420
1958
$220K ﹤0.01%
7,046
-5,325
1959
$220K ﹤0.01%
3,967
+666
1960
$219K ﹤0.01%
33,835
+6,981
1961
$219K ﹤0.01%
+13,269
1962
$219K ﹤0.01%
4,628
+360
1963
$218K ﹤0.01%
+15,000
1964
$218K ﹤0.01%
+3,709
1965
$217K ﹤0.01%
+9,687
1966
$217K ﹤0.01%
+7,716
1967
$216K ﹤0.01%
20,521
-3,600
1968
$216K ﹤0.01%
25,128
+3,478
1969
$216K ﹤0.01%
2,619
1970
$216K ﹤0.01%
3,128
-227
1971
$216K ﹤0.01%
43,108
+782
1972
$215K ﹤0.01%
12,931
-410
1973
$215K ﹤0.01%
4,571
-4,688
1974
$215K ﹤0.01%
+6,286
1975
$215K ﹤0.01%
21,383
+9,326
77 78
79
80 81