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
2776
$297K ﹤0.01%
3,131
-140
2777
$297K ﹤0.01%
+29,506
2778
$296K ﹤0.01%
9,250
2779
$296K ﹤0.01%
28,652
-176
2780
$295K ﹤0.01%
6,200
2781
$293K ﹤0.01%
108,816
+25,300
2782
$293K ﹤0.01%
16,054
-139,260
2783
$292K ﹤0.01%
46,435
-115
2784
$289K ﹤0.01%
23,781
-496
2785
$288K ﹤0.01%
7,816
+1,730
2786
$285K ﹤0.01%
17,832
+2,252
2787
$285K ﹤0.01%
2,873
+200
2788
$285K ﹤0.01%
+16,591
2789
$285K ﹤0.01%
22,441
+5,410
2790
$284K ﹤0.01%
28,244
+522
2791
$284K ﹤0.01%
134,038
-29,988
2792
$284K ﹤0.01%
5,760
-100
2793
$283K ﹤0.01%
2,554
+214
2794
$283K ﹤0.01%
3,586
-173
2795
$282K ﹤0.01%
5,733
2796
$282K ﹤0.01%
29,224
-9,781
2797
$282K ﹤0.01%
11,581
-1,782
2798
$281K ﹤0.01%
+30,536
2799
$281K ﹤0.01%
8,295
2800
$280K ﹤0.01%
28,717
-6,575
110 111
112
113 114