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
576
$13.2M 0.02%
77,817
+2,313
577
$13.2M 0.02%
116,798
+257
578
$13.2M 0.02%
557,767
+243,989
579
$13.1M 0.02%
171,705
+2,649
580
$13.1M 0.02%
1,102,786
-17,168
581
$13.1M 0.02%
178,119
-20,453
582
$13.1M 0.02%
134,975
-30,247
583
$13.1M 0.02%
54,642
-1,795
584
$12.9M 0.02%
124,474
+3,052
585
$12.9M 0.02%
145,340
-2,578
586
$12.9M 0.02%
605,925
-34,163
587
$12.8M 0.02%
221,219
-1,467
588
$12.7M 0.02%
216,693
+13,216
589
$12.6M 0.02%
139,606
-129,290
590
$12.5M 0.02%
137,070
+13,754
591
$12.5M 0.02%
901,432
+811,496
592
$12.5M 0.02%
69,319
+8,756
593
$12.4M 0.02%
475,923
+152,914
594
$12.3M 0.02%
218,418
-29,328
595
$12.2M 0.02%
62,216
-15,767
596
$12.2M 0.02%
131,551
-10,534
597
$12.2M 0.02%
431,111
-568,173
598
$12.2M 0.02%
295,365
+50,543
599
$12.2M 0.02%
196,750
+3,825
600
$12.1M 0.02%
484,147
+17,396
22 23
24
25 26