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
2926
$222K ﹤0.01%
+10,748
2927
$222K ﹤0.01%
46,265
-65
2928
$221K ﹤0.01%
15,140
+167
2929
$221K ﹤0.01%
+26,428
2930
$220K ﹤0.01%
9,303
-530
2931
$220K ﹤0.01%
3,820
-410
2932
$220K ﹤0.01%
20,285
+140
2933
$219K ﹤0.01%
20,389
-2,391
2934
$219K ﹤0.01%
1,524
+83
2935
$218K ﹤0.01%
39,430
-1,253
2936
$218K ﹤0.01%
11,221
-3,177
2937
$217K ﹤0.01%
5,120
-530
2938
$217K ﹤0.01%
69,895
+36,390
2939
$216K ﹤0.01%
2,749
-454
2940
$216K ﹤0.01%
3,889
-2,228
2941
$215K ﹤0.01%
24,483
-358
2942
$215K ﹤0.01%
+9,639
2943
$215K ﹤0.01%
652
-593
2944
$214K ﹤0.01%
14,433
+27
2945
$214K ﹤0.01%
4,289
-925
2946
$214K ﹤0.01%
14,192
+3,750
2947
$214K ﹤0.01%
4,177
+44
2948
$214K ﹤0.01%
+4,202
2949
$213K ﹤0.01%
5,176
2950
$213K ﹤0.01%
14,955
+334
116 117
118
119 120