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
2526
$455K ﹤0.01%
7,164
-2,121
2527
$453K ﹤0.01%
12,961
-1,355
2528
$453K ﹤0.01%
31,765
-11,172
2529
$453K ﹤0.01%
2,735
-1,327
2530
$453K ﹤0.01%
40,149
-97
2531
$453K ﹤0.01%
2,548
+92
2532
$452K ﹤0.01%
5,019
+1,995
2533
$451K ﹤0.01%
58,059
-105,009
2534
$450K ﹤0.01%
8,554
-207
2535
$450K ﹤0.01%
7,229
-477
2536
$449K ﹤0.01%
88,204
+26,120
2537
$448K ﹤0.01%
19,840
-362
2538
$448K ﹤0.01%
31,313
+787
2539
$448K ﹤0.01%
50,693
+16,153
2540
$447K ﹤0.01%
11,471
-280
2541
$447K ﹤0.01%
18,300
-1,250
2542
$445K ﹤0.01%
+78,805
2543
$445K ﹤0.01%
83,998
+7,888
2544
$445K ﹤0.01%
14,035
-800
2545
$444K ﹤0.01%
10,410
-2,513
2546
$444K ﹤0.01%
21,551
-31,486
2547
$443K ﹤0.01%
8,974
+1,773
2548
$442K ﹤0.01%
16,406
-1,966
2549
$442K ﹤0.01%
11,636
+1,511
2550
$442K ﹤0.01%
62,116
-2,384
100 101
102
103 104