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
3151
$79.9K ﹤0.01%
36,300
-6,902
3152
$77.3K ﹤0.01%
18,581
+291
3153
$75.1K ﹤0.01%
12,562
-750
3154
$74.8K ﹤0.01%
47,050
-7,200
3155
$74.3K ﹤0.01%
22,113
-15,978
3156
$70.8K ﹤0.01%
1,639
+365
3157
$70.5K ﹤0.01%
1,013
+84
3158
$70.2K ﹤0.01%
27,650
+7,674
3159
$69.6K ﹤0.01%
21,092
-78
3160
$68.5K ﹤0.01%
10,500
3161
$67.6K ﹤0.01%
+11,669
3162
$66.6K ﹤0.01%
151,773
-227
3163
$66.6K ﹤0.01%
10,902
-8,491
3164
$65.3K ﹤0.01%
37,506
-2,274
3165
$61.7K ﹤0.01%
78,050
+5,000
3166
$61.5K ﹤0.01%
26,754
+119
3167
$61.3K ﹤0.01%
17,711
+214
3168
$60K ﹤0.01%
40,000
-15,000
3169
$58.5K ﹤0.01%
10,000
-2,440
3170
$57.4K ﹤0.01%
20,150
+5,150
3171
$56.9K ﹤0.01%
11,217
-57,042
3172
$56.8K ﹤0.01%
36,401
-425,603
3173
$55.7K ﹤0.01%
+10,000
3174
$55.1K ﹤0.01%
+10,036
3175
$54.6K ﹤0.01%
18,772
+2,163
125 126
127
128 129