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
2651
$360K ﹤0.01%
6,924
-2,235
2652
$359K ﹤0.01%
6,399
-1,620
2653
$359K ﹤0.01%
9,300
-3,000
2654
$355K ﹤0.01%
11,671
-754
2655
$353K ﹤0.01%
8,662
+1,788
2656
$353K ﹤0.01%
7,579
+764
2657
$352K ﹤0.01%
16,973
+517
2658
$351K ﹤0.01%
13,562
+1,695
2659
$351K ﹤0.01%
11,931
-1,040
2660
$350K ﹤0.01%
4,027
+355
2661
$350K ﹤0.01%
8,168
-16,705
2662
$349K ﹤0.01%
14,828
+418
2663
$348K ﹤0.01%
17,353
-732
2664
$348K ﹤0.01%
6,629
-405
2665
$347K ﹤0.01%
24,087
+760
2666
$346K ﹤0.01%
24,070
+950
2667
$345K ﹤0.01%
32,386
-19,419
2668
$345K ﹤0.01%
36,678
-1,887
2669
$344K ﹤0.01%
2,820
+29
2670
$344K ﹤0.01%
419,425
-10,940
2671
$344K ﹤0.01%
17,636
-2,000
2672
$343K ﹤0.01%
62,538
-6,618
2673
$342K ﹤0.01%
71,417
+7,486
2674
$342K ﹤0.01%
24,150
-15,710
2675
$342K ﹤0.01%
6,179
-2,419
105 106
107
108 109