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
301
$37.6M 0.06%
152,685
-4,786
302
$37.2M 0.06%
306,494
+8,509
303
$36.8M 0.06%
582,461
+16,898
304
$36.6M 0.06%
371,334
-180,187
305
$36.5M 0.05%
500,227
-28,477
306
$36.4M 0.05%
371,083
-54,373
307
$36.3M 0.05%
81,974
+20,219
308
$36.1M 0.05%
526,642
-78,708
309
$35.4M 0.05%
458,152
+5,130
310
$35.3M 0.05%
682,797
+30,676
311
$35.2M 0.05%
701,038
+39,640
312
$35.2M 0.05%
168,802
+67
313
$35M 0.05%
532,838
+32,175
314
$34.9M 0.05%
246,004
+7,322
315
$34.9M 0.05%
1,661,813
-342,702
316
$34.8M 0.05%
854,145
+82,408
317
$34.7M 0.05%
702,068
+17,868
318
$34.5M 0.05%
246,491
+24,848
319
$34.4M 0.05%
727,851
+175,245
320
$33.5M 0.05%
730,084
+106,725
321
$33.3M 0.05%
694,339
+55,856
322
$33.3M 0.05%
600,602
+10,180
323
$33.1M 0.05%
433,299
+15,348
324
$33M 0.05%
538,277
+53,330
325
$32.9M 0.05%
792,814
+15,334
11 12
13
14 15