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
501
$16.7M 0.03%
456,551
-18,562
502
$16.7M 0.03%
26,472
+605
503
$16.7M 0.03%
613,437
+1,288
504
$16.6M 0.02%
129,067
+7,408
505
$16.5M 0.02%
708,687
+11,037
506
$16.4M 0.02%
614,618
+58,651
507
$16.4M 0.02%
263,499
-37,853
508
$16.4M 0.02%
34,865
-1,085
509
$16.3M 0.02%
91,188
+4,411
510
$16.2M 0.02%
65,139
-3,504
511
$16.2M 0.02%
91,917
-15,905
512
$16.2M 0.02%
280,074
-664
513
$16.1M 0.02%
374,840
-16,783
514
$16M 0.02%
307,031
-148
515
$15.9M 0.02%
82,056
-4,520
516
$15.9M 0.02%
329,235
-6,401
517
$15.9M 0.02%
182,052
-8,615
518
$15.9M 0.02%
1,424,960
-645,355
519
$15.8M 0.02%
134,723
-1,889
520
$15.7M 0.02%
168,964
+3,131
521
$15.6M 0.02%
71,381
+6,008
522
$15.6M 0.02%
342,373
-70,168
523
$15.6M 0.02%
573,147
+54,845
524
$15.5M 0.02%
420,023
-23,540
525
$15.5M 0.02%
71,284
+8,967
19 20
21
22 23