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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
3326
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-13,100
3327
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-77,418
3328
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-7,372
3329
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-3,926
3330
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-13,747
3331
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-23,276
3332
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-120,632
3333
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-69,282
3334
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-17,722
3335
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-33,469
3336
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3337
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-4,756
3338
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-926,040
3339
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-1,335,587
3340
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3341
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3342
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3343
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3344
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-8,550
3345
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3346
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-13,668
3347
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3348
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3349
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-12,793
3350
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-4,282
132 133
134
135 136