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
2626
$380K ﹤0.01%
14,823
-476
2627
$380K ﹤0.01%
+8,462
2628
$378K ﹤0.01%
4,799
+147
2629
$377K ﹤0.01%
26,129
-8,202
2630
$375K ﹤0.01%
4,772
-115
2631
$375K ﹤0.01%
11,282
-532
2632
$375K ﹤0.01%
20,562
+4,157
2633
$374K ﹤0.01%
28,097
-225
2634
$374K ﹤0.01%
+6,996
2635
$373K ﹤0.01%
13,407
-141
2636
$373K ﹤0.01%
7,210
+558
2637
$372K ﹤0.01%
130,363
+63,707
2638
$372K ﹤0.01%
14,814
-9,202
2639
$370K ﹤0.01%
13,338
-2,790
2640
$369K ﹤0.01%
+19,371
2641
$367K ﹤0.01%
33,404
+1,981
2642
$367K ﹤0.01%
100,536
+4,416
2643
$365K ﹤0.01%
24,663
-1,546
2644
$362K ﹤0.01%
18,749
-3,795
2645
$362K ﹤0.01%
5,580
-316
2646
$362K ﹤0.01%
12,149
-1,271
2647
$361K ﹤0.01%
5,273
+97
2648
$361K ﹤0.01%
22,887
-3,634
2649
$360K ﹤0.01%
+14,758
2650
$360K ﹤0.01%
12,206
+2,656
104 105
106
107 108