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
2226
– –
-144,633
2227
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-9,408
2228
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-14,965
2229
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-9,485
2230
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-38,445
2231
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-40,900
2232
– –
-33,950
2233
– –
-5,185
2234
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-9,649
2235
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-18,379
2236
– –
-1,638
2237
– –
-10,517
2238
– –
-11,637
2239
– –
-2,813
2240
– –
-22,151
2241
– –
-18,173
2242
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-24,300
2243
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-7,580
2244
– –
0
2245
– –
-14,233
2246
– –
-10,408
2247
– –
-11,055
2248
– –
-19,352
2249
– –
-24,479
2250
– –
-5,430
88 89
90
91 92