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
2151
– –
-6,976
2152
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-12,387
2153
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-47,963
2154
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-16,412
2155
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-16,600
2156
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-12,529
2157
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-19,546
2158
– –
-21,751
2159
– –
-7,045
2160
– –
-10,139
2161
– –
-2,450
2162
– –
-61,750
2163
– –
-12,659
2164
– –
-28,300
2165
– –
-4,367
2166
– –
-3,433
2167
– –
-37,996
2168
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-16,850
2169
– –
-7,576
2170
– –
-20,750
2171
– –
-57,208
2172
– –
-13,802
2173
– –
-7,500
2174
– –
-9,900
2175
– –
-144,633
85 86
87
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