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
2101
$92K ﹤0.01%
18,322
2102
$92K ﹤0.01%
2,445
+200
2103
$90K ﹤0.01%
59
+1
2104
$89K ﹤0.01%
+13,340
2105
$88K ﹤0.01%
+20,000
2106
$87K ﹤0.01%
10,458
+193
2107
$87K ﹤0.01%
567
-71
2108
$86K ﹤0.01%
645
-2,437
2109
$84K ﹤0.01%
23,568
+9,351
2110
$83K ﹤0.01%
28,000
-3,000
2111
$82K ﹤0.01%
10,900
2112
$81K ﹤0.01%
14,420
+2,380
2113
$80K ﹤0.01%
10,300
-40,358
2114
$80K ﹤0.01%
8,437
2115
$67K ﹤0.01%
24,886
+2,335
2116
$66K ﹤0.01%
+50,300
2117
$66K ﹤0.01%
+25,000
2118
$65K ﹤0.01%
+17,125
2119
$60K ﹤0.01%
3,492
-9,765
2120
$57K ﹤0.01%
10,290
-15,148
2121
$57K ﹤0.01%
11,969
-19,483
2122
$57K ﹤0.01%
18,678
-19,462
2123
$51K ﹤0.01%
+10,199
2124
$51K ﹤0.01%
1,190
2125
$51K ﹤0.01%
21,972
-8,841
83 84
85
86 87