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
2226
– –
-55,520
2227
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-7,585
2228
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-5,258
2229
– –
-15,860
2230
– –
-4,052
2231
– –
-49,146
2232
– –
-33,950
2233
– –
-5,185
2234
– –
-9,649
2235
– –
-18,379
2236
– –
-1,638
2237
– –
-10,517
2238
– –
-10,500
2239
– –
-11,637
2240
– –
-2,813
2241
– –
-22,151
2242
– –
-18,173
2243
– –
-24,300
2244
– –
-7,580
2245
– –
0
2246
– –
-14,233
2247
– –
-10,408
2248
– –
-7,000
2249
– –
-56
2250
– –
-10,472
88 89
90
91 92