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
251
$50.3M 0.08%
1,111,789
+157,901
252
$50.1M 0.08%
1,287,749
-913,462
253
$49.7M 0.07%
660,617
-222,584
254
$49.1M 0.07%
682,928
-5,962
255
$48.7M 0.07%
377,101
+52,006
256
$47.9M 0.07%
1,089,563
-47,101
257
$47.7M 0.07%
676,858
+85,370
258
$47M 0.07%
1,701,279
-262,113
259
$46.9M 0.07%
1,255,968
-128,044
260
$46.6M 0.07%
1,605,435
-1,353
261
$46.2M 0.07%
640,696
-15,380
262
$46.2M 0.07%
407,779
+21,026
263
$46.2M 0.07%
324,968
+307,782
264
$46M 0.07%
348,960
+222,921
265
$45.9M 0.07%
3,950,221
-175,078
266
$45.9M 0.07%
3,869,521
+112,837
267
$45.9M 0.07%
1,655,150
-82,100
268
$45.8M 0.07%
439,678
+7,706
269
$45.4M 0.07%
452,460
-36,240
270
$44.4M 0.07%
178,970
+1,347
271
$44.1M 0.07%
594,101
-264,306
272
$43.7M 0.07%
688,357
+101,555
273
$43.5M 0.07%
299,801
+179,379
274
$43.2M 0.06%
851,852
-16,848
275
$43.2M 0.06%
872,565
-74,653
9 10
11
12 13