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
3226
$22.2K ﹤0.01%
13,210
-38,403
3227
$22K ﹤0.01%
1,177
-1,542
3228
$21.3K ﹤0.01%
10,339
-17,421
3229
$20.7K ﹤0.01%
788
-180
3230
$20.2K ﹤0.01%
834
-147
3231
$19.3K ﹤0.01%
15,449
-1,700
3232
$19.1K ﹤0.01%
20,000
3233
$19K ﹤0.01%
18,100
3234
$18.7K ﹤0.01%
25,284
+15,014
3235
$18.6K ﹤0.01%
10,766
-1,740
3236
$18.2K ﹤0.01%
701
-2
3237
$17.8K ﹤0.01%
+13,250
3238
$17.4K ﹤0.01%
4,150
3239
$16.7K ﹤0.01%
11,200
+1,200
3240
$16.6K ﹤0.01%
1,969
-790
3241
$15.6K ﹤0.01%
12,076
-2,325
3242
$15.2K ﹤0.01%
10,100
+100
3243
$14.8K ﹤0.01%
24,500
-43,900
3244
$14.3K ﹤0.01%
49,460
3245
$14.3K ﹤0.01%
+250
3246
$14K ﹤0.01%
+5
3247
$13.7K ﹤0.01%
815
-100
3248
$11.4K ﹤0.01%
2,680
3249
$10.7K ﹤0.01%
1,458
+25
3250
$10.4K ﹤0.01%
825
+250
128 129
130
131 132