We are live on ! Find out more
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
3401
– –
-10,650
3402
– –
-73,645
3403
– –
-2,886
3404
– –
-19,657
3405
– –
-7,500
3406
– –
-13,184
3407
– –
-28,513
3408
– –
-23,129
3409
– –
-24,092
3410
– –
-31,422
3411
– –
-3,865
3412
– –
-12,462
3413
– –
-54,468
3414
– –
-38,781
3415
– –
-398,619
3416
– –
-41,692
3417
– –
-25,620
3418
– –
-90,269
3419
– –
-218,018
3420
– –
-21,338
3421
– –
-100,322
3422
– –
-8,589
3423
– –
-45,665
3424
– –
-42,248
3425
– –
-10,075
134 135 136
137
138