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
3201
$39.5K ﹤0.01%
+443
3202
$39.5K ﹤0.01%
509
-140
3203
$39.3K ﹤0.01%
+2,368
3204
$37.7K ﹤0.01%
10,000
3205
$36K ﹤0.01%
+10,000
3206
$35.4K ﹤0.01%
13,523
-534
3207
$34.9K ﹤0.01%
+21,250
3208
$34.8K ﹤0.01%
11,640
3209
$33.7K ﹤0.01%
13,689
+731
3210
$33.4K ﹤0.01%
1,673
+306
3211
$33.4K ﹤0.01%
46,630
-46
3212
$33K ﹤0.01%
5
+3
3213
$32.3K ﹤0.01%
17,632
+3,167
3214
$32.1K ﹤0.01%
11,382
3215
$32K ﹤0.01%
33,293
-1,607
3216
$31.7K ﹤0.01%
1,220
+595
3217
$29.6K ﹤0.01%
+20,000
3218
$29.5K ﹤0.01%
26,236
-20,660
3219
$29K ﹤0.01%
1,100
3220
$26.6K ﹤0.01%
12,887
-1,441
3221
$26.5K ﹤0.01%
15,542
3222
$26K ﹤0.01%
14,457
-4,995
3223
$25.9K ﹤0.01%
15,905
3224
$24.7K ﹤0.01%
12,025
+1,000
3225
$23.6K ﹤0.01%
289
-8
127 128
129
130 131