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
2851
$260K ﹤0.01%
11,660
-1,375
2852
$259K ﹤0.01%
2,514
+17
2853
$258K ﹤0.01%
8,252
-1,475
2854
$258K ﹤0.01%
20,788
+48
2855
$257K ﹤0.01%
21,947
+7,142
2856
$256K ﹤0.01%
+11,978
2857
$255K ﹤0.01%
11,815
+1
2858
$255K ﹤0.01%
19,588
2859
$255K ﹤0.01%
24,979
+11,631
2860
$254K ﹤0.01%
4,231
-26
2861
$253K ﹤0.01%
17,353
-1,513
2862
$253K ﹤0.01%
18,765
-3,764
2863
$253K ﹤0.01%
+10,368
2864
$252K ﹤0.01%
25,476
+19
2865
$252K ﹤0.01%
12,608
+254
2866
$251K ﹤0.01%
12,906
-1,715
2867
$250K ﹤0.01%
34,300
+1,700
2868
$249K ﹤0.01%
15,837
-59,280
2869
$247K ﹤0.01%
15,010
+4,382
2870
$246K ﹤0.01%
4,524
+200
2871
$246K ﹤0.01%
2,591
-804
2872
$245K ﹤0.01%
6,034
2873
$244K ﹤0.01%
7,300
-135
2874
$244K ﹤0.01%
6,500
+364
2875
$244K ﹤0.01%
12,574
-62,078
113 114
115
116 117