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
426
$21.8M 0.03%
1,063,147
+134,714
427
$21.6M 0.03%
345,874
-3,980
428
$21.6M 0.03%
+995,787
429
$21.6M 0.03%
199,508
+42,367
430
$21.5M 0.03%
331,947
-5,475
431
$21.4M 0.03%
146,667
+58,040
432
$21.3M 0.03%
634,186
+5,759
433
$21.3M 0.03%
278,063
+11,860
434
$21.2M 0.03%
70,193
+6,382
435
$21.2M 0.03%
1,844,074
-2,100
436
$21.1M 0.03%
181,938
+21,912
437
$20.9M 0.03%
400,777
+11,396
438
$20.8M 0.03%
192,591
-57,163
439
$20.8M 0.03%
169,164
-31,555
440
$20.8M 0.03%
619,633
-42,146
441
$20.7M 0.03%
94,828
-5,137
442
$20.5M 0.03%
409,560
-142,261
443
$20.5M 0.03%
528,374
-1,896
444
$20.3M 0.03%
496,829
-228,600
445
$20.1M 0.03%
69,763
+5,939
446
$20.1M 0.03%
80,451
-27,398
447
$20.1M 0.03%
1,108,780
+123,148
448
$19.9M 0.03%
311,272
-14,414
449
$19.8M 0.03%
150,920
+21,053
450
$19.7M 0.03%
201,834
-1,255
16 17
18
19 20