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
2276
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2277
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2278
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2279
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2280
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2281
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-75,000
2282
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-6,082
2283
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-193,291
2284
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-23,134
2285
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-8,366
2286
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2287
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-30,366
2288
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-37,400
2289
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-35,748
2290
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-9,634
2291
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-5,940
2292
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-6,976
2293
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-83,035
2294
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-12,462
2295
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-135,120
2296
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-23,715
2297
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-326,611
2298
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-16,562
2299
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-13,100
2300
– –
-4,078
90 91
92
93 94