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
376
$26.7M 0.04%
358,272
-88,706
377
$26.6M 0.04%
212,707
+44,191
378
$26.6M 0.04%
324,529
-15,512
379
$26.6M 0.04%
110,054
+19,688
380
$26.5M 0.04%
316,647
-26,708
381
$26.5M 0.04%
457,998
+16,870
382
$26.4M 0.04%
194,315
-5,644
383
$26.3M 0.04%
74,489
+8,630
384
$26.3M 0.04%
82,041
-3,434
385
$26.2M 0.04%
561,649
+24,899
386
$26.2M 0.04%
60,620
-495
387
$26.1M 0.04%
83,965
-1,355
388
$26M 0.04%
76,853
-380
389
$25.8M 0.04%
199,923
-7,096
390
$25.8M 0.04%
403,391
+78,284
391
$25.8M 0.04%
173,115
+76,718
392
$25.7M 0.04%
50,257
-3,101
393
$25.2M 0.04%
276,409
-58,770
394
$25.2M 0.04%
615,151
+57,281
395
$25M 0.04%
247,551
+14,169
396
$25M 0.04%
294,568
+130,256
397
$24.9M 0.04%
124,331
+608
398
$24.8M 0.04%
505,990
-77,249
399
$24.8M 0.04%
800,827
+96,653
400
$24.7M 0.04%
190,528
-2,252
14 15
16
17 18