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
176
$16.3M 0.14%
166,006
+11,607
177
$16.2M 0.14%
2,700,772
-44,466
178
$16M 0.14%
161,535
+60,108
179
$16M 0.14%
277,954
-151
180
$15.9M 0.14%
580,450
+96,515
181
$15.9M 0.14%
123,068
+37,941
182
$15.8M 0.14%
588,919
+98,857
183
$15.8M 0.14%
135,819
-28,127
184
$15.7M 0.14%
315,621
-25,031
185
$15.6M 0.14%
754,132
-7,624
186
$15.6M 0.14%
496,511
+85,366
187
$15.5M 0.14%
170,330
-30,747
188
$15.4M 0.14%
794,695
-65,373
189
$15.3M 0.13%
404,797
+26,912
190
$15.2M 0.13%
153,893
+5,434
191
$15M 0.13%
178,231
+23,797
192
$15M 0.13%
266,034
+186
193
$14.9M 0.13%
488,337
-9,600
194
$14.8M 0.13%
331,596
+20,247
195
$14.8M 0.13%
223,282
-29,472
196
$14.8M 0.13%
706,930
-40,787
197
$14.8M 0.13%
158,339
+15,023
198
$14.8M 0.13%
136,061
+10,723
199
$14.5M 0.13%
280,065
+6,631
200
$14.5M 0.13%
338,964
+6,323
6 7
8
9 10