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
3001
$181K ﹤0.01%
22,109
-1,606
3002
$180K ﹤0.01%
+11,010
3003
$180K ﹤0.01%
3,078
-152
3004
$179K ﹤0.01%
60,535
+300
3005
$179K ﹤0.01%
13,015
+2,531
3006
$178K ﹤0.01%
11,604
-851
3007
$178K ﹤0.01%
14,439
-1,171
3008
$177K ﹤0.01%
+35,750
3009
$177K ﹤0.01%
11,273
3010
$176K ﹤0.01%
17,040
+675
3011
$175K ﹤0.01%
15,115
-212
3012
$174K ﹤0.01%
12,901
+1,428
3013
$173K ﹤0.01%
28,867
+2,500
3014
$173K ﹤0.01%
18,851
+4,165
3015
$173K ﹤0.01%
38,360
-450
3016
$173K ﹤0.01%
17,416
-626
3017
$172K ﹤0.01%
19,653
-2,575
3018
$171K ﹤0.01%
53,410
-28,406
3019
$171K ﹤0.01%
39,500
+18,950
3020
$169K ﹤0.01%
14,509
+38
3021
$168K ﹤0.01%
37,639
-8,933
3022
$167K ﹤0.01%
13,077
+410
3023
$167K ﹤0.01%
15,983
+102
3024
$166K ﹤0.01%
+11,240
3025
$166K ﹤0.01%
12,967
+4
119 120
121
122 123