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
2501
$474K ﹤0.01%
19,545
-1,500
2502
$473K ﹤0.01%
16,472
+688
2503
$473K ﹤0.01%
4,601
+375
2504
$473K ﹤0.01%
25,176
+2,108
2505
$473K ﹤0.01%
4,555
-2,187
2506
$473K ﹤0.01%
8,770
+100
2507
$472K ﹤0.01%
4,984
+1,031
2508
$472K ﹤0.01%
42,532
-29,257
2509
$471K ﹤0.01%
18,146
+1,846
2510
$469K ﹤0.01%
31,447
+4,681
2511
$468K ﹤0.01%
68,887
+4,665
2512
$468K ﹤0.01%
23,046
-3,987
2513
$468K ﹤0.01%
230,538
+105,788
2514
$466K ﹤0.01%
45,068
-11,664
2515
$466K ﹤0.01%
18,283
-2,727
2516
$463K ﹤0.01%
24,622
-16,206
2517
$462K ﹤0.01%
96,217
2518
$462K ﹤0.01%
15,061
-863
2519
$461K ﹤0.01%
+8,492
2520
$460K ﹤0.01%
9,413
+5,274
2521
$460K ﹤0.01%
25,786
2522
$459K ﹤0.01%
24,569
+12,444
2523
$459K ﹤0.01%
+12,819
2524
$458K ﹤0.01%
3,632
-3,426
2525
$457K ﹤0.01%
3,259
-227
99 100
101
102 103