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
2751
$307K ﹤0.01%
9,169
2752
$306K ﹤0.01%
+8,379
2753
$306K ﹤0.01%
6,209
-220
2754
$305K ﹤0.01%
9,607
-2,097
2755
$305K ﹤0.01%
23,300
+3,347
2756
$305K ﹤0.01%
4,876
-506
2757
$305K ﹤0.01%
9,545
2758
$304K ﹤0.01%
+9,546
2759
$304K ﹤0.01%
5,139
-1,042
2760
$304K ﹤0.01%
43,010
+6,029
2761
$303K ﹤0.01%
17,801
+7,500
2762
$303K ﹤0.01%
+5,984
2763
$303K ﹤0.01%
4,871
+893
2764
$302K ﹤0.01%
+5,175
2765
$302K ﹤0.01%
+3,820
2766
$301K ﹤0.01%
16,717
-4,838
2767
$301K ﹤0.01%
13,440
-1,250
2768
$301K ﹤0.01%
10,191
-52,857
2769
$300K ﹤0.01%
+12,772
2770
$300K ﹤0.01%
12,332
-7,121
2771
$299K ﹤0.01%
4,411
-1,227
2772
$299K ﹤0.01%
21,024
-750
2773
$297K ﹤0.01%
22,753
-1,009
2774
$297K ﹤0.01%
2,008
-1,020
2775
$297K ﹤0.01%
6,068
+13
109 110
111
112 113