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
2676
$341K ﹤0.01%
8,559
-69
2677
$341K ﹤0.01%
32,594
+12,700
2678
$340K ﹤0.01%
8,466
-63
2679
$339K ﹤0.01%
22,353
+235
2680
$338K ﹤0.01%
44,297
-5,678
2681
$337K ﹤0.01%
+14,871
2682
$337K ﹤0.01%
6,600
2683
$337K ﹤0.01%
4,404
-288
2684
$335K ﹤0.01%
16,430
+3,577
2685
$334K ﹤0.01%
19,480
2686
$334K ﹤0.01%
36,264
+2,013
2687
$334K ﹤0.01%
29,030
-3,540
2688
$333K ﹤0.01%
18,331
-316
2689
$332K ﹤0.01%
8,289
-3,161
2690
$332K ﹤0.01%
31,551
-26,410
2691
$332K ﹤0.01%
12,884
-2,000
2692
$331K ﹤0.01%
27,910
-967
2693
$330K ﹤0.01%
31,029
+712
2694
$330K ﹤0.01%
1,326
+421
2695
$329K ﹤0.01%
+14,162
2696
$328K ﹤0.01%
+8,479
2697
$327K ﹤0.01%
+37,710
2698
$327K ﹤0.01%
4,931
-125
2699
$326K ﹤0.01%
8,049
+1,017
2700
$326K ﹤0.01%
4,395
+505
106 107
108
109 110