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
$66.6B
AUM Growth
+$5.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,450
New
Increased
Reduced
Closed

Top Buys

1
+$362M
2
+$290M
3
+$80.8M
4
BHVN icon
Biohaven
BHVN
+$78M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$76.9M

Top Sells

1
+$464M
2
+$364M
3
+$62.7M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$59.4M
5
META icon
Meta Platforms (Facebook)
META
+$54.8M

Sector Composition

1 Technology 14.39%
2 Healthcare 12.41%
3 Industrials 9.84%
4 Consumer Staples 9.52%
5 Financials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$495K ﹤0.01%
565
+138
2477
$495K ﹤0.01%
6,812
-740
2478
$493K ﹤0.01%
+9,375
2479
$492K ﹤0.01%
11,994
-15
2480
$492K ﹤0.01%
11,648
+238
2481
$492K ﹤0.01%
4,085
-11,061
2482
$491K ﹤0.01%
32,901
+2,124
2483
$490K ﹤0.01%
23,708
2484
$489K ﹤0.01%
44,784
-1,959
2485
$489K ﹤0.01%
14,811
+2,131
2486
$488K ﹤0.01%
19,310
-9,501
2487
$488K ﹤0.01%
77,650
-95,583
2488
$488K ﹤0.01%
11,325
-259
2489
$486K ﹤0.01%
19,518
2490
$485K ﹤0.01%
56,115
+5,834
2491
$484K ﹤0.01%
78,314
-1,045
2492
$484K ﹤0.01%
29,400
+389
2493
$480K ﹤0.01%
18,638
-113
2494
$479K ﹤0.01%
6,537
-474
2495
$479K ﹤0.01%
28,487
+5,823
2496
$478K ﹤0.01%
4,705
+238
2497
$478K ﹤0.01%
46,749
-11,903
2498
$476K ﹤0.01%
+63,087
2499
$475K ﹤0.01%
19,430
+304
2500
$475K ﹤0.01%
19,751
-14,147
98 99
100
101 102