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
2251
– –
-6,002
2252
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-15,430
2253
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-443,296
2254
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-20,021
2255
– –
-4,540
2256
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-80,534
2257
– –
-237,728
2258
– –
-7,536
2259
– –
-5,823
2260
– –
-2,669
2261
– –
-23,597
2262
– –
-9,323
2263
– –
-30,000
2264
– –
-14,616
2265
– –
-14,071
2266
– –
-10,000
2267
– –
-3,018
2268
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-75,000
2269
– –
-6,082
2270
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-193,291
2271
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-23,134
2272
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-8,366
2273
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-10,414
2274
– –
-30,366
2275
– –
-37,400
89 90
91
92 93