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
3301
– –
-16,921
3302
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-11,942
3303
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-750
3304
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-25,000
3305
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3306
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-7,962
3307
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-3,690
3308
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-17,737
3309
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-40,436
3310
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-235,364
3311
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-13,349
3312
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-12,790
3313
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-17,580
3314
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-20,963
3315
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-12,591
3316
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-92,813
3317
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-10,000
3318
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-52,050
3319
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-3,577
3320
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-13,266
3321
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-15,543
3322
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-11,056
3323
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-23,287
3324
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-11,018
3325
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-19,550
131 132
133
134 135