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
2551
$442K ﹤0.01%
51,483
-10,573
2552
$441K ﹤0.01%
35,686
-6,972
2553
$440K ﹤0.01%
11,365
2554
$439K ﹤0.01%
15,740
-1,573
2555
$439K ﹤0.01%
25,573
-729
2556
$435K ﹤0.01%
14,207
+40
2557
$435K ﹤0.01%
39,089
+804
2558
$435K ﹤0.01%
26,033
-28,685
2559
$434K ﹤0.01%
9,307
+1,041
2560
$433K ﹤0.01%
9,584
-976
2561
$433K ﹤0.01%
43,920
-3,737
2562
$433K ﹤0.01%
53,069
-14,150
2563
$432K ﹤0.01%
30,625
2564
$432K ﹤0.01%
7,151
+89
2565
$431K ﹤0.01%
58,277
+27,623
2566
$429K ﹤0.01%
3,344
+924
2567
$428K ﹤0.01%
15,138
-2,011
2568
$428K ﹤0.01%
15,819
-4,900
2569
$427K ﹤0.01%
12,653
+2,254
2570
$426K ﹤0.01%
5,435
+298
2571
$425K ﹤0.01%
38,871
-10,962
2572
$425K ﹤0.01%
23,468
+3,142
2573
$424K ﹤0.01%
25,170
-1,054
2574
$422K ﹤0.01%
16,037
-1,389
2575
$422K ﹤0.01%
+9,619
101 102
103
104 105