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
451
$19.6M 0.03%
1,405,756
-473,082
452
$19.6M 0.03%
671,080
-22,310
453
$19.5M 0.03%
193,725
+13,615
454
$19.5M 0.03%
101,717
+4,083
455
$19.5M 0.03%
366,950
+65,455
456
$19.4M 0.03%
993,182
-2,585,135
457
$19.3M 0.03%
287,378
-80,970
458
$19.3M 0.03%
123,304
-12,876
459
$19.2M 0.03%
153,010
-63,952
460
$19.2M 0.03%
332,653
+3,642
461
$19.2M 0.03%
269,871
-3,757
462
$19.1M 0.03%
1,357,491
-18,988
463
$19.1M 0.03%
380,863
-466
464
$18.8M 0.03%
330,470
-12,168
465
$18.8M 0.03%
293,499
+612
466
$18.6M 0.03%
697,852
-113,329
467
$18.6M 0.03%
275,528
+34,857
468
$18.5M 0.03%
286,339
+5,662
469
$18.4M 0.03%
268,632
-235
470
$18.4M 0.03%
222,968
+31,068
471
$18.4M 0.03%
269,797
+53,201
472
$18.4M 0.03%
206,037
+110,617
473
$18.2M 0.03%
596,249
-48,370
474
$18.2M 0.03%
108,771
+1,251
475
$18.1M 0.03%
58,476
+686
17 18
19
20 21