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
2301
– –
-16,100
2302
– –
-55,520
2303
– –
-7,585
2304
– –
-5,258
2305
– –
-9,871
2306
– –
-10,863
2307
– –
-9,780
2308
– –
-21,072
2309
– –
-5,753
2310
– –
-29,113
2311
– –
-2,714
2312
– –
-12,849
2313
– –
-6,627
2314
– –
-12,168
2315
– –
-23,376
2316
– –
-306,410
2317
– –
-3,109
2318
– –
-2,390
2319
– –
-40,119
2320
– –
-20,674
2321
– –
-5,901
2322
– –
-39,002
2323
– –
-2,655
2324
– –
-9,125
2325
– –
-1,859
91 92
93
94 95