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
2801
$279K ﹤0.01%
7,477
+1,569
2802
$279K ﹤0.01%
140,214
+246
2803
$278K ﹤0.01%
3,954
-9,623
2804
$278K ﹤0.01%
14,058
+159
2805
$277K ﹤0.01%
+16,096
2806
$276K ﹤0.01%
2,015
+1,776
2807
$275K ﹤0.01%
15,290
+1,667
2808
$275K ﹤0.01%
46,328
+5,916
2809
$274K ﹤0.01%
24,141
-8,213
2810
$274K ﹤0.01%
7,690
+510
2811
$273K ﹤0.01%
19,590
-4,932
2812
$273K ﹤0.01%
41,688
-4,827
2813
$273K ﹤0.01%
13,722
+9,148
2814
$273K ﹤0.01%
9,973
+2,238
2815
$273K ﹤0.01%
+13,227
2816
$273K ﹤0.01%
23,037
+174
2817
$272K ﹤0.01%
18,524
+4,824
2818
$272K ﹤0.01%
14,847
-201
2819
$272K ﹤0.01%
+11,568
2820
$272K ﹤0.01%
11,385
-23,662
2821
$271K ﹤0.01%
+57,613
2822
$271K ﹤0.01%
+16,102
2823
$271K ﹤0.01%
12,963
-468
2824
$271K ﹤0.01%
34,690
+3,050
2825
$271K ﹤0.01%
15,821
-10,211
111 112
113
114 115