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
601
$12.1M 0.02%
43,296
-4,582
602
$12M 0.02%
29,374
-47
603
$11.9M 0.02%
482,730
+381,287
604
$11.9M 0.02%
190,603
+75,601
605
$11.7M 0.02%
192,683
+110,436
606
$11.7M 0.02%
107,740
-18,265
607
$11.7M 0.02%
49,734
-16,864
608
$11.7M 0.02%
448,030
-235,511
609
$11.6M 0.02%
245,189
+1,086
610
$11.6M 0.02%
442,701
+198
611
$11.5M 0.02%
474,851
+315,986
612
$11.5M 0.02%
41,536
+5,399
613
$11.5M 0.02%
80,047
+6,505
614
$11.4M 0.02%
181,120
+29,745
615
$11.4M 0.02%
120,244
+15,765
616
$11.4M 0.02%
754,923
-24,867
617
$11.4M 0.02%
68,483
+53
618
$11.3M 0.02%
231,477
+48,611
619
$11.3M 0.02%
313,484
+21,388
620
$11.2M 0.02%
488,375
-37,965
621
$11.1M 0.02%
238,701
+120,322
622
$11.1M 0.02%
46,351
+2,327
623
$11.1M 0.02%
91,180
-9,310
624
$11M 0.02%
79,568
+19,481
625
$10.9M 0.02%
81,478
+6,438
23 24
25
26 27