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
2901
$236K ﹤0.01%
+3,237
2902
$236K ﹤0.01%
+2,444
2903
$236K ﹤0.01%
84,155
+11,304
2904
$235K ﹤0.01%
9,429
2905
$234K ﹤0.01%
25,367
+3,100
2906
$234K ﹤0.01%
+22,421
2907
$233K ﹤0.01%
13,077
-436
2908
$233K ﹤0.01%
+12,394
2909
$233K ﹤0.01%
20,237
-1,981
2910
$233K ﹤0.01%
9,587
-889
2911
$232K ﹤0.01%
10,243
-1,043
2912
$232K ﹤0.01%
3,106
-86
2913
$230K ﹤0.01%
14,015
-846
2914
$229K ﹤0.01%
4,689
-1,724
2915
$229K ﹤0.01%
11,028
-40
2916
$228K ﹤0.01%
5,819
-123
2917
$228K ﹤0.01%
+1,743
2918
$227K ﹤0.01%
11,646
+604
2919
$227K ﹤0.01%
6,492
-1,286
2920
$226K ﹤0.01%
6,729
-71
2921
$226K ﹤0.01%
7,447
-2,457
2922
$223K ﹤0.01%
17,162
+876
2923
$223K ﹤0.01%
61,431
-3,785
2924
$222K ﹤0.01%
+6,626
2925
$222K ﹤0.01%
+12,456
115 116
117
118 119