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
2276
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-6,976
2277
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-83,035
2278
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-12,462
2279
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-135,120
2280
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-23,715
2281
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-326,611
2282
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-16,562
2283
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-13,100
2284
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-4,078
2285
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-15,334
2286
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-10,430
2287
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-186
2288
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-13,001
2289
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-12,358
2290
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-13,784
2291
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-24,721
2292
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-7,310
2293
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-17,870
2294
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-12,662
2295
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-7,572
2296
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-13,955
2297
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-11,603
2298
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-26,794
2299
– –
-7,777
2300
– –
-14,950
90 91
92
93 94