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
3126
$102K ﹤0.01%
40,500
3127
$102K ﹤0.01%
12,861
+1,041
3128
$101K ﹤0.01%
13,703
-167
3129
$99.5K ﹤0.01%
529
+13
3130
$98.7K ﹤0.01%
11,600
-1,173
3131
$97.5K ﹤0.01%
17,829
3132
$96.9K ﹤0.01%
2,144
+260
3133
$96K ﹤0.01%
13,127
3134
$95.4K ﹤0.01%
+10,735
3135
$94.4K ﹤0.01%
9,166
-129
3136
$93.3K ﹤0.01%
17,700
-5,000
3137
$92.5K ﹤0.01%
10,760
3138
$91.7K ﹤0.01%
11,496
-7,750
3139
$91.4K ﹤0.01%
22,559
-114
3140
$91.1K ﹤0.01%
1,110
-39
3141
$89.8K ﹤0.01%
20,400
-2,503
3142
$89.7K ﹤0.01%
35,881
-11,298
3143
$88K ﹤0.01%
14,791
-23,818
3144
$87.7K ﹤0.01%
13,786
+165
3145
$87.5K ﹤0.01%
+16,991
3146
$87.5K ﹤0.01%
24,104
+6,642
3147
$87K ﹤0.01%
157
+148
3148
$86.4K ﹤0.01%
17,885
-1,388
3149
$84K ﹤0.01%
13,530
+96
3150
$81.4K ﹤0.01%
2,733
+489
124 125
126
127 128