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
3026
$165K ﹤0.01%
12,028
-3,153
3027
$163K ﹤0.01%
47,407
-14,716
3028
$162K ﹤0.01%
+13,059
3029
$162K ﹤0.01%
21,280
+190
3030
$162K ﹤0.01%
12,119
-1,183
3031
$161K ﹤0.01%
4,501
-135
3032
$160K ﹤0.01%
10,755
-1,065
3033
$160K ﹤0.01%
22,215
-1,473
3034
$159K ﹤0.01%
25,557
-4,324
3035
$158K ﹤0.01%
10,225
+10
3036
$158K ﹤0.01%
30,512
+12,239
3037
$156K ﹤0.01%
12,015
3038
$156K ﹤0.01%
22,152
3039
$155K ﹤0.01%
15,800
+3,750
3040
$154K ﹤0.01%
11,975
+65
3041
$154K ﹤0.01%
+20,597
3042
$154K ﹤0.01%
14,757
-231
3043
$153K ﹤0.01%
+14,087
3044
$152K ﹤0.01%
20,105
+4,990
3045
$152K ﹤0.01%
17,708
-39
3046
$152K ﹤0.01%
14,949
+800
3047
$152K ﹤0.01%
84,250
-6,950
3048
$151K ﹤0.01%
13,714
-3,600
3049
$150K ﹤0.01%
12,677
3050
$150K ﹤0.01%
12,661
120 121
122
123 124