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
2051
$152K ﹤0.01%
10,600
2052
$152K ﹤0.01%
10,923
2053
$152K ﹤0.01%
+10,382
2054
$148K ﹤0.01%
820
-8
2055
$146K ﹤0.01%
+17,823
2056
$145K ﹤0.01%
24,220
+5,000
2057
$143K ﹤0.01%
28,635
+11,769
2058
$141K ﹤0.01%
13,568
-7
2059
$140K ﹤0.01%
+11,172
2060
$138K ﹤0.01%
+4,572
2061
$137K ﹤0.01%
17,020
-16,714
2062
$137K ﹤0.01%
515
2063
$136K ﹤0.01%
+10,545
2064
$132K ﹤0.01%
12,775
2065
$131K ﹤0.01%
11,160
2066
$131K ﹤0.01%
+20,710
2067
$129K ﹤0.01%
15,400
-776
2068
$129K ﹤0.01%
+13,447
2069
$128K ﹤0.01%
26,832
-777
2070
$128K ﹤0.01%
45,090
-943
2071
$127K ﹤0.01%
+10,416
2072
$126K ﹤0.01%
11,114
-126
2073
$126K ﹤0.01%
4,193
+175
2074
$124K ﹤0.01%
+8,128
2075
$122K ﹤0.01%
+75,000
81 82
83
84 85