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
2026
$179K ﹤0.01%
21,308
2027
$178K ﹤0.01%
12,782
-1,000
2028
$176K ﹤0.01%
11,237
+657
2029
$175K ﹤0.01%
13,400
2030
$173K ﹤0.01%
+24,681
2031
$172K ﹤0.01%
33,021
+4,702
2032
$172K ﹤0.01%
14,034
-4,898
2033
$172K ﹤0.01%
+17,013
2034
$170K ﹤0.01%
29,895
-17,386
2035
$170K ﹤0.01%
8,675
+53
2036
$169K ﹤0.01%
13,251
-1,350
2037
$169K ﹤0.01%
284
-132
2038
$168K ﹤0.01%
25,283
+9,227
2039
$167K ﹤0.01%
23,528
-326
2040
$166K ﹤0.01%
12,140
-1,905
2041
$166K ﹤0.01%
14,351
-522
2042
$165K ﹤0.01%
+1,266
2043
$164K ﹤0.01%
11,000
2044
$163K ﹤0.01%
10,498
2045
$161K ﹤0.01%
11,227
-760
2046
$158K ﹤0.01%
+11,512
2047
$156K ﹤0.01%
+11,528
2048
$155K ﹤0.01%
12,017
-67,500
2049
$155K ﹤0.01%
+10,000
2050
$155K ﹤0.01%
14,150
+1,600
80 81
82
83 84