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
276
$42.7M 0.06%
425,932
+32,321
277
$42.6M 0.06%
2,535,207
-86,668
278
$42.4M 0.06%
360,758
+2,759
279
$42.3M 0.06%
874,679
-36,858
280
$42.3M 0.06%
401,324
-84,209
281
$42.1M 0.06%
399,245
-302,724
282
$41.4M 0.06%
2,292,250
-381,860
283
$41.1M 0.06%
124,013
-303
284
$41M 0.06%
569,881
-21,771
285
$40.7M 0.06%
1,662,204
-242,882
286
$40.7M 0.06%
546,332
-282,785
287
$40.6M 0.06%
878,126
+3,134
288
$40.5M 0.06%
329,189
-192,241
289
$40.3M 0.06%
648,499
+63,550
290
$40M 0.06%
71,844
-2,763
291
$39.9M 0.06%
251,127
+23,089
292
$39.8M 0.06%
1,010,695
+23,867
293
$39.4M 0.06%
382,861
+5,738
294
$39.3M 0.06%
19,506
-2,703
295
$39.3M 0.06%
152,461
+41,487
296
$39.3M 0.06%
1,658,960
-296,098
297
$38.3M 0.06%
1,006,614
+5,201
298
$38M 0.06%
317,159
-4,320
299
$37.9M 0.06%
2,049,594
-37,153
300
$37.8M 0.06%
44,717
-2,909
10 11
12
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