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
2301
– –
-15,334
2302
– –
-10,430
2303
– –
-186
2304
– –
-13,001
2305
– –
-12,358
2306
– –
-13,784
2307
– –
-15,350
2308
– –
-6,610
2309
– –
-5,209
2310
– –
-44,096
2311
– –
-15,078
2312
– –
-24,721
2313
– –
-7,310
2314
– –
-17,870
2315
– –
-9,871
2316
– –
-10,863
2317
– –
-9,780
2318
– –
-21,072
2319
– –
-5,753
2320
– –
-29,113
2321
– –
-2,714
2322
– –
-16,306
2323
– –
-16,282
2324
– –
-2,956
2325
– –
-7,447
91 92
93
94 95