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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$274M
3
+$80.7M
4
BHVN icon
Biohaven
BHVN
+$79.4M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$76.3M

Top Sells

1
+$464M
2
+$363M
3
+$59.5M
4
DUK icon
Duke Energy
DUK
+$58.5M
5
META icon
Meta Platforms (Facebook)
META
+$53.4M

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
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-10,662
3302
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-13,349
3303
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-12,790
3304
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-92,813
3305
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-10,000
3306
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-38,265
3307
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-52,050
3308
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-3,577
3309
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-13,266
3310
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-15,543
3311
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3312
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-23,287
3313
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3314
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3315
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3316
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3317
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3318
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3319
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3320
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-7,504
3321
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-143,184
3322
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-21,937
3323
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3324
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-141,440
3325
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-12,138
131 132
133
134 135