Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
1
$302M 2.65%
1,533,336
+55,586
2
$217M 1.9%
8,606,400
+469,660
3
$148M 1.3%
3,189,852
-97,454
4
$126M 1.1%
2,516,428
+191,322
5
$116M 1.02%
948,185
+47,719
6
$115M 1.01%
1,079,253
+16,380
7
$101M 0.89%
2,905,324
-172,387
8
$98.5M 0.86%
1,691,287
+127,019
9
$93.4M 0.82%
3,330,986
+68,219
10
$93.2M 0.82%
2,980,562
-87,954
11
$92.2M 0.81%
3,661,282
+304,964
12
$85.6M 0.75%
3,216,338
+159,593
13
$83.6M 0.73%
888,400
+40,140
14
$80.7M 0.71%
682,817
+8,666
15
$77M 0.68%
1,483,734
+982
16
$74M 0.65%
620,549
+9,264
17
$73.4M 0.64%
2,516,931
+69,289
18
$69.2M 0.61%
925,957
-61,579
19
$68.9M 0.6%
2,578,920
+337,592
20
$67.3M 0.59%
1,116,939
-27,517
21
$63.2M 0.55%
540,891
+6,586
22
$61.2M 0.54%
574,704
-71,731
23
$60.6M 0.53%
726,458
+144,768
24
$56.7M 0.5%
1,005,651
+201,884
25
$55.5M 0.49%
884,858
+29,967
1
2 3 4 5