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 12.93%
2 Healthcare 11.12%
3 Financials 9.32%
4 Industrials 9.28%
5 Energy 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
– –
-44,096
2202
– –
-15,078
2203
– –
0
2204
– –
-29,477
2205
– –
-15,860
2206
– –
-4,052
2207
– –
-49,146
2208
– –
-16,306
2209
– –
-16,282
2210
– –
-2,956
2211
– –
-7,447
2212
– –
-15,000
2213
– –
-13,300
2214
– –
-50,000
2215
– –
-372
2216
– –
-2,703
2217
– –
-12,441
2218
– –
-40,869
2219
– –
-6,976
2220
– –
-12,387
2221
– –
-47,963
2222
– –
-16,412
2223
– –
-13,802
2224
– –
-7,500
2225
– –
-9,900
87 88
89
90 91