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
2076
$120K ﹤0.01%
14,158
+119
2077
$119K ﹤0.01%
10,000
2078
$119K ﹤0.01%
60,966
-4,034
2079
$116K ﹤0.01%
+12,383
2080
$115K ﹤0.01%
11,652
-1,000
2081
$114K ﹤0.01%
+2,060
2082
$114K ﹤0.01%
18,000
-4,718
2083
$111K ﹤0.01%
9,656
2084
$111K ﹤0.01%
+15,925
2085
$109K ﹤0.01%
+2,215
2086
$108K ﹤0.01%
+12,836
2087
$106K ﹤0.01%
+11,360
2088
$105K ﹤0.01%
16,696
+3,228
2089
$105K ﹤0.01%
23,400
2090
$104K ﹤0.01%
3,080
+180
2091
$104K ﹤0.01%
8,900
-3,450
2092
$104K ﹤0.01%
10,800
2093
$103K ﹤0.01%
873
-323
2094
$100K ﹤0.01%
1,663
+15
2095
$99K ﹤0.01%
+10,521
2096
$99K ﹤0.01%
14,945
-155
2097
$97K ﹤0.01%
19,265
-838
2098
$95K ﹤0.01%
11,300
2099
$95K ﹤0.01%
2,540
-359
2100
$92K ﹤0.01%
15,894
-7,604
82 83
84
85 86