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
2701
$326K ﹤0.01%
7,682
-326
2702
$325K ﹤0.01%
10,029
-251
2703
$324K ﹤0.01%
16,532
+2,571
2704
$323K ﹤0.01%
12,025
+837
2705
$323K ﹤0.01%
16,821
+3,959
2706
$322K ﹤0.01%
8,720
+35
2707
$322K ﹤0.01%
15,027
2708
$321K ﹤0.01%
25,079
-3,128
2709
$321K ﹤0.01%
108,300
+5,000
2710
$321K ﹤0.01%
279,098
+17,745
2711
$321K ﹤0.01%
11,058
2712
$320K ﹤0.01%
23,152
-1,291
2713
$320K ﹤0.01%
10,033
+114
2714
$319K ﹤0.01%
+11,135
2715
$319K ﹤0.01%
30,373
+6,549
2716
$319K ﹤0.01%
9,470
-1,224
2717
$318K ﹤0.01%
4,946
-729,749
2718
$318K ﹤0.01%
17,145
+6,465
2719
$318K ﹤0.01%
8,512
2720
$317K ﹤0.01%
11,553
+1,059
2721
$316K ﹤0.01%
3,883
-365
2722
$316K ﹤0.01%
523
+22
2723
$316K ﹤0.01%
357,643
+1,407
2724
$316K ﹤0.01%
3,066
+191
2725
$315K ﹤0.01%
14,157
-996
107 108
109
110 111