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
3051
$150K ﹤0.01%
41,916
+19,583
3052
$150K ﹤0.01%
11,072
-627
3053
$149K ﹤0.01%
10,989
3054
$148K ﹤0.01%
77,255
-65,966
3055
$148K ﹤0.01%
16,654
+1,522
3056
$147K ﹤0.01%
+13,775
3057
$147K ﹤0.01%
11,999
3058
$147K ﹤0.01%
17,606
-424
3059
$146K ﹤0.01%
+11,529
3060
$146K ﹤0.01%
+10,293
3061
$146K ﹤0.01%
11,225
-2,450
3062
$146K ﹤0.01%
13,816
-5,320
3063
$146K ﹤0.01%
14,156
+1,762
3064
$143K ﹤0.01%
81,007
-11,989
3065
$142K ﹤0.01%
10,000
3066
$142K ﹤0.01%
10,439
-6,570
3067
$141K ﹤0.01%
23,309
+1,874
3068
$141K ﹤0.01%
13,503
+163
3069
$141K ﹤0.01%
10,657
-1,190
3070
$140K ﹤0.01%
14,376
+1,409
3071
$140K ﹤0.01%
2,072
+359
3072
$139K ﹤0.01%
28,119
-63,477
3073
$139K ﹤0.01%
74,643
+24,325
3074
$138K ﹤0.01%
11,894
-13,193
3075
$137K ﹤0.01%
14,000
-7,700
121 122
123
124 125