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
3076
$137K ﹤0.01%
13,060
+247
3077
$136K ﹤0.01%
187,076
+123,676
3078
$136K ﹤0.01%
18,370
-271
3079
$136K ﹤0.01%
+11,704
3080
$135K ﹤0.01%
17,908
+1,638
3081
$135K ﹤0.01%
24,219
+1,885
3082
$134K ﹤0.01%
2,369
+7
3083
$132K ﹤0.01%
11,441
+318
3084
$132K ﹤0.01%
15,200
-11,000
3085
$131K ﹤0.01%
2,624
+18
3086
$131K ﹤0.01%
21,036
+99
3087
$130K ﹤0.01%
33,222
-17,364
3088
$130K ﹤0.01%
15,098
+464
3089
$129K ﹤0.01%
+12,773
3090
$129K ﹤0.01%
16,634
3091
$128K ﹤0.01%
32,979
-2,750
3092
$128K ﹤0.01%
+30,000
3093
$125K ﹤0.01%
+11,942
3094
$124K ﹤0.01%
+11,037
3095
$123K ﹤0.01%
12,130
3096
$123K ﹤0.01%
13,776
-1,679
3097
$122K ﹤0.01%
13,000
3098
$121K ﹤0.01%
+10,203
3099
$121K ﹤0.01%
+14,360
3100
$121K ﹤0.01%
+19,750
122 123
124
125 126