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
526
$15.4M 0.02%
913,358
+143,727
527
$15.4M 0.02%
507,852
+37,168
528
$15.4M 0.02%
255,140
+14,191
529
$15.4M 0.02%
164,099
+509
530
$15.4M 0.02%
137,414
+13,349
531
$15.4M 0.02%
74,760
-1,677
532
$15.3M 0.02%
184,822
-8,798
533
$15.3M 0.02%
623,550
+156,776
534
$15.3M 0.02%
71,326
+15,603
535
$15.3M 0.02%
225,408
-112,308
536
$15.3M 0.02%
237,141
+40,678
537
$15.2M 0.02%
102,773
+12,336
538
$15.2M 0.02%
111,208
-9,283
539
$15.2M 0.02%
135,388
+3,639
540
$15.1M 0.02%
203,755
+66,442
541
$15.1M 0.02%
649,750
+4,481
542
$15.1M 0.02%
267,762
+32,304
543
$15.1M 0.02%
37,488
-496
544
$15M 0.02%
295,187
+68,303
545
$14.9M 0.02%
415,302
+80,373
546
$14.8M 0.02%
93,485
+2,239
547
$14.8M 0.02%
846,991
-392,220
548
$14.7M 0.02%
683,478
+349,766
549
$14.7M 0.02%
139,749
+2,705
550
$14.5M 0.02%
240,782
-6,212
20 21
22
23 24