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
2576
$421K ﹤0.01%
19,119
-2,046
2577
$417K ﹤0.01%
+8,440
2578
$417K ﹤0.01%
26,265
+672
2579
$416K ﹤0.01%
6,968
-3,100
2580
$416K ﹤0.01%
+38,150
2581
$416K ﹤0.01%
26,561
-970
2582
$416K ﹤0.01%
16,594
+3,000
2583
$415K ﹤0.01%
23,474
+2,738
2584
$413K ﹤0.01%
40,900
+1,655
2585
$413K ﹤0.01%
11,822
-6,287
2586
$411K ﹤0.01%
42,197
+5,709
2587
$410K ﹤0.01%
+7,327
2588
$409K ﹤0.01%
10,756
+587
2589
$408K ﹤0.01%
47,119
-10,303
2590
$407K ﹤0.01%
126,476
-11,118
2591
$407K ﹤0.01%
+10,045
2592
$407K ﹤0.01%
104,815
+16,543
2593
$406K ﹤0.01%
60,545
-10,017
2594
$405K ﹤0.01%
5,785
-6,025
2595
$405K ﹤0.01%
36,569
-1,942
2596
$405K ﹤0.01%
+8,898
2597
$404K ﹤0.01%
11,200
2598
$404K ﹤0.01%
12,479
+264
2599
$404K ﹤0.01%
6,542
-1,045
2600
$403K ﹤0.01%
24,649
-674
102 103
104
105 106