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
2201
– –
-8,224
2202
– –
-40,900
2203
– –
-10,000
2204
– –
-2,035
2205
– –
-15,352
2206
– –
-39,368
2207
– –
-375,240
2208
– –
-42,668
2209
– –
-22,596
2210
– –
-176,625
2211
– –
-38,851
2212
– –
-7,013
2213
– –
-17,391
2214
– –
-28,016
2215
– –
-14,894
2216
– –
-12,662
2217
– –
0
2218
– –
-29,477
2219
– –
-7,572
2220
– –
-13,955
2221
– –
-11,603
2222
– –
-26,794
2223
– –
-7,777
2224
– –
-14,950
2225
– –
-16,100
87 88
89
90 91