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
2951
$212K ﹤0.01%
+2,150
2952
$212K ﹤0.01%
1,776
-52
2953
$212K ﹤0.01%
4,300
-12,419
2954
$211K ﹤0.01%
4,800
2955
$211K ﹤0.01%
20,707
+418
2956
$211K ﹤0.01%
+8,287
2957
$211K ﹤0.01%
35,692
-5,003
2958
$211K ﹤0.01%
+1,487
2959
$210K ﹤0.01%
24,290
+14,515
2960
$210K ﹤0.01%
2,572
-6,281
2961
$210K ﹤0.01%
+8,066
2962
$209K ﹤0.01%
9,515
-735
2963
$209K ﹤0.01%
+6,721
2964
$209K ﹤0.01%
8,141
-2,452
2965
$205K ﹤0.01%
+9,085
2966
$205K ﹤0.01%
+4,519
2967
$205K ﹤0.01%
+2,444
2968
$204K ﹤0.01%
35,350
-3,277
2969
$204K ﹤0.01%
+9,000
2970
$203K ﹤0.01%
5,988
-3,748
2971
$203K ﹤0.01%
9,597
-8,554
2972
$203K ﹤0.01%
17,674
-7,612
2973
$202K ﹤0.01%
+7,190
2974
$202K ﹤0.01%
16,541
-448
2975
$202K ﹤0.01%
31,748
+1,000
117 118
119
120 121