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
2326
– –
-18,180
2327
– –
-16,600
2328
– –
-65,845
2329
– –
-6,988
2330
– –
-1,369,161
2331
– –
-17,027
2332
– –
-29,633
2333
– –
-5,141
2334
– –
-11,161
2335
– –
-10,500
2336
– –
-10,900
2337
– –
-17,289
2338
– –
-36,691
2339
– –
-16,600
2340
– –
-12,529
2341
– –
-19,546
2342
– –
-21,751
2343
– –
-7,045
2344
– –
-10,139
2345
– –
-2,450
2346
– –
-17,391
2347
– –
-28,016
2348
– –
-14,894
2349
– –
-61,750
2350
– –
-12,659
91 92 93
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