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
2251
– –
-1,986
2252
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-15,266
2253
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-11,055
2254
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-23,257
2255
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-28,278
2256
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-35,000
2257
– –
-19,352
2258
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-24,479
2259
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-5,430
2260
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-6,002
2261
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-15,430
2262
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-443,296
2263
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-20,021
2264
– –
-4,540
2265
– –
-80,534
2266
– –
-237,728
2267
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-7,536
2268
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-5,823
2269
– –
-2,669
2270
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-23,597
2271
– –
-9,323
2272
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-30,000
2273
– –
-14,616
2274
– –
-14,071
2275
– –
-10,000
89 90
91
92 93