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
1976
$214K ﹤0.01%
+28,360
1977
$214K ﹤0.01%
7,715
-728
1978
$214K ﹤0.01%
11,020
-5,678
1979
$213K ﹤0.01%
4,231
-2,628
1980
$213K ﹤0.01%
6,616
+27
1981
$213K ﹤0.01%
11,072
-1,125
1982
$212K ﹤0.01%
+16,123
1983
$211K ﹤0.01%
8,658
-2,028
1984
$211K ﹤0.01%
60,428
-138
1985
$210K ﹤0.01%
8,720
-1,122
1986
$210K ﹤0.01%
15,830
+3,857
1987
$209K ﹤0.01%
24,962
-14,173
1988
$209K ﹤0.01%
6,714
-9,625
1989
$208K ﹤0.01%
8,916
-5,403
1990
$207K ﹤0.01%
901
-113
1991
$207K ﹤0.01%
3,881
+129
1992
$207K ﹤0.01%
11,705
+650
1993
$207K ﹤0.01%
+8,527
1994
$206K ﹤0.01%
3,960
+471
1995
$206K ﹤0.01%
3,329
-50
1996
$205K ﹤0.01%
19,306
-2,000
1997
$205K ﹤0.01%
6,656
+76
1998
$204K ﹤0.01%
25,594
+14,156
1999
$203K ﹤0.01%
9,226
-3,274
2000
$203K ﹤0.01%
2,307
78 79
80
81 82