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
2976
$202K ﹤0.01%
10,995
+405
2977
$202K ﹤0.01%
+6,047
2978
$201K ﹤0.01%
22,085
-306
2979
$201K ﹤0.01%
+2,347
2980
$201K ﹤0.01%
10,801
-336
2981
$201K ﹤0.01%
+10,334
2982
$200K ﹤0.01%
+3,236
2983
$198K ﹤0.01%
59,391
+26
2984
$198K ﹤0.01%
18,916
-1,982
2985
$197K ﹤0.01%
64,502
+9,249
2986
$196K ﹤0.01%
11,603
-317
2987
$195K ﹤0.01%
11,775
+526
2988
$195K ﹤0.01%
14,335
+888
2989
$190K ﹤0.01%
+11,003
2990
$190K ﹤0.01%
4,660
+590
2991
$188K ﹤0.01%
53,500
-5,400
2992
$187K ﹤0.01%
2,075
-3,974
2993
$187K ﹤0.01%
30,645
+19,420
2994
$186K ﹤0.01%
10,200
2995
$186K ﹤0.01%
40,425
-381
2996
$184K ﹤0.01%
17,303
+12
2997
$182K ﹤0.01%
12,556
-4,998
2998
$182K ﹤0.01%
339,853
-140,617
2999
$181K ﹤0.01%
12,217
+600
3000
$181K ﹤0.01%
18,928
+1,642
118 119
120
121 122