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
26
$446M 0.67%
2,153,360
+27,720
27
$445M 0.67%
2,807,500
+53,642
28
$421M 0.63%
18,523,476
+15,924,680
29
$416M 0.62%
1,742,518
+17,834
30
$413M 0.62%
2,773,790
+104,938
31
$411M 0.62%
4,147,893
+115,815
32
$408M 0.61%
4,461,787
-649,757
33
$407M 0.61%
6,954,429
+40,469
34
$393M 0.59%
861,760
-14,763
35
$392M 0.59%
711,467
-7,974
36
$374M 0.56%
1,543,479
+17,648
37
$374M 0.56%
2,383,210
+44,998
38
$371M 0.56%
2,242,944
+103,483
39
$363M 0.54%
1,645,756
+48,939
40
$359M 0.54%
2,476,220
-24,157
41
$359M 0.54%
8,547,446
+602,209
42
$355M 0.53%
3,220,613
-108,691
43
$352M 0.53%
4,469,541
+180,479
44
$345M 0.52%
2,459,203
+71,439
45
$342M 0.51%
4,399,254
+236,482
46
$336M 0.5%
1,322,590
+34,063
47
$334M 0.5%
2,204,492
+250,790
48
$327M 0.49%
5,855,460
+23,750
49
$325M 0.49%
7,215,480
+6,444,515
50
$323M 0.48%
4,007,685
+231,673
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