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
2826
$271K ﹤0.01%
6,143
+28
2827
$271K ﹤0.01%
+11,126
2828
$269K ﹤0.01%
+2,566
2829
$269K ﹤0.01%
4,719
-116
2830
$269K ﹤0.01%
17,153
-3,114
2831
$269K ﹤0.01%
175,596
-524
2832
$268K ﹤0.01%
4,470
+229
2833
$268K ﹤0.01%
52,000
+3,025
2834
$267K ﹤0.01%
33,670
+8,940
2835
$266K ﹤0.01%
25,745
-980
2836
$266K ﹤0.01%
2,798
-455
2837
$266K ﹤0.01%
2,757
-22
2838
$266K ﹤0.01%
4,050
-3,825
2839
$266K ﹤0.01%
+16,632
2840
$265K ﹤0.01%
6,676
+1,230
2841
$265K ﹤0.01%
2,388
2842
$264K ﹤0.01%
+2,669
2843
$262K ﹤0.01%
+8,000
2844
$262K ﹤0.01%
5,328
+32
2845
$261K ﹤0.01%
6,684
-2,900
2846
$261K ﹤0.01%
19,600
-6,025
2847
$261K ﹤0.01%
58,150
-12,411
2848
$260K ﹤0.01%
5,916
+315
2849
$260K ﹤0.01%
31,696
-7,500
2850
$260K ﹤0.01%
6,068
-20
112 113
114
115 116