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
201
$14.4M 0.13%
247,530
+13,565
202
$14.3M 0.13%
970,886
+340,935
203
$14.3M 0.13%
294,849
+99,183
204
$14.2M 0.12%
127,669
-545
205
$14.1M 0.12%
479,913
-88,066
206
$14M 0.12%
332,212
+23,464
207
$13.9M 0.12%
144,886
+6,905
208
$13.9M 0.12%
183,099
-14,604
209
$13.8M 0.12%
89,396
-6,482
210
$13.7M 0.12%
230,109
-3,895
211
$13.6M 0.12%
115,096
-654
212
$13.6M 0.12%
375,840
+359,687
213
$13.6M 0.12%
416,121
+11,873
214
$13.5M 0.12%
188,436
-1,833
215
$13.4M 0.12%
205,461
+13,306
216
$13.3M 0.12%
2,288,736
-983,148
217
$13.3M 0.12%
101,521
-506
218
$13.3M 0.12%
615,366
-23,135
219
$13.1M 0.11%
217,661
+3,003
220
$13.1M 0.11%
243,936
+18,870
221
$13M 0.11%
762,440
-15,351
222
$12.9M 0.11%
290,003
+10,385
223
$12.9M 0.11%
250,704
+207
224
$12.8M 0.11%
+229,770
225
$12.8M 0.11%
372,164
+203,711
7 8
9
10 11