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
2326
– –
-15,000
2327
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-12,849
2328
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-6,627
2329
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-12,168
2330
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-10,034
2331
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-23,376
2332
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-10,610
2333
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-306,410
2334
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-3,109
2335
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-2,390
2336
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-40,119
2337
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-20,674
2338
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-5,901
2339
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-39,002
2340
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-2,655
2341
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-9,125
2342
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-13,300
2343
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-50,000
2344
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-372
2345
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-2,703
2346
– –
-1,859
2347
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-18,180
2348
– –
-16,600
2349
– –
-65,845
2350
– –
-6,988
91 92 93
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