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
2126
$49K ﹤0.01%
1,440
-208
2127
$48K ﹤0.01%
838
-47
2128
$47K ﹤0.01%
2
+1
2129
$47K ﹤0.01%
5,945
-2,660
2130
$45K ﹤0.01%
19,198
-2,919
2131
$43K ﹤0.01%
+2,500
2132
– –
0
2133
$41K ﹤0.01%
1
2134
$39K ﹤0.01%
7
2135
$37K ﹤0.01%
12,000
2136
$36K ﹤0.01%
2
-1
2137
$32K ﹤0.01%
1,236
-121
2138
$28K ﹤0.01%
49,000
2139
$25K ﹤0.01%
11,500
+500
2140
$24K ﹤0.01%
12,500
+1,100
2141
$21K ﹤0.01%
22,000
2142
$20K ﹤0.01%
18,325
+900
2143
$18K ﹤0.01%
2,000
-250
2144
$15K ﹤0.01%
13,204
-50
2145
$14K ﹤0.01%
1,500
2146
$12K ﹤0.01%
400
2147
$11K ﹤0.01%
50
2148
$8K ﹤0.01%
10,670
2149
$7K ﹤0.01%
7
-9
2150
– –
-40,869
84 85
86
87 88