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
351
$29.7M 0.04%
255,461
+1,172
352
$29.6M 0.04%
328,736
+27,798
353
$29.5M 0.04%
356,916
-10,924
354
$29.5M 0.04%
701,610
-23,600
355
$29.4M 0.04%
111,108
+6,139
356
$28.9M 0.04%
154,276
-677
357
$28.8M 0.04%
136,937
+9,496
358
$28.4M 0.04%
443,419
-12,592
359
$28.3M 0.04%
207,081
-5,691
360
$28.2M 0.04%
739,796
+74,628
361
$28M 0.04%
638,011
+292,739
362
$27.9M 0.04%
550,284
-285,071
363
$27.8M 0.04%
969,930
-53,282
364
$27.7M 0.04%
1,133,483
-5,881
365
$27.6M 0.04%
1,864,226
-1,922,030
366
$27.5M 0.04%
157,872
+24,509
367
$27.3M 0.04%
578,764
+438,160
368
$27.3M 0.04%
544,038
-43,267
369
$27.3M 0.04%
212,796
-889
370
$27.2M 0.04%
114,289
-3,985
371
$27.2M 0.04%
679,435
+22,232
372
$27M 0.04%
325,584
+38,274
373
$26.9M 0.04%
868,757
-13,312
374
$26.9M 0.04%
258,072
-10,750
375
$26.8M 0.04%
142,085
-701
13 14
15
16 17