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
551
$14.4M 0.02%
93,891
-34,866
552
$14.4M 0.02%
86,183
-35,422
553
$14.4M 0.02%
123,648
+11,008
554
$14.3M 0.02%
291,034
+13,931
555
$14.2M 0.02%
172,457
-19,827
556
$14.2M 0.02%
187,620
-7,914
557
$14.1M 0.02%
54,860
+19
558
$14.1M 0.02%
521,786
+41,973
559
$14.1M 0.02%
924,285
-14,745
560
$14.1M 0.02%
142,128
-9,162
561
$14M 0.02%
86,210
-1,429
562
$14M 0.02%
94,994
-22,141
563
$13.9M 0.02%
23,235
-304
564
$13.8M 0.02%
297,613
+7,429
565
$13.8M 0.02%
27,039
-916
566
$13.7M 0.02%
260,951
-60,812
567
$13.7M 0.02%
272,444
-67,118
568
$13.7M 0.02%
70,347
-7,929
569
$13.6M 0.02%
9,425
-489
570
$13.6M 0.02%
158,237
+1,096
571
$13.6M 0.02%
414,301
+7,736
572
$13.6M 0.02%
209,483
-640
573
$13.5M 0.02%
174,263
-20,869
574
$13.3M 0.02%
568,125
+125,779
575
$13.3M 0.02%
126,014
-12,826
21 22
23
24 25