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
626
$10.9M 0.02%
943,122
+42,307
627
$10.8M 0.02%
180,319
+984
628
$10.8M 0.02%
64,063
+4,155
629
$10.7M 0.02%
162,161
+12,351
630
$10.7M 0.02%
484,255
+29,968
631
$10.7M 0.02%
4,320
+210
632
$10.6M 0.02%
110,723
+4,219
633
$10.6M 0.02%
62,167
+19,072
634
$10.6M 0.02%
211,385
-18,341
635
$10.6M 0.02%
156,270
+5,034
636
$10.5M 0.02%
122,345
+11,460
637
$10.5M 0.02%
50,311
-4,492
638
$10.5M 0.02%
13,449
-2,481
639
$10.5M 0.02%
171,610
-58,731
640
$10.5M 0.02%
204,650
+107,450
641
$10.5M 0.02%
927,923
+27,726
642
$10.4M 0.02%
287,085
-1,166
643
$10.4M 0.02%
852,977
+28,399
644
$10.4M 0.02%
146,246
+90,208
645
$10.3M 0.02%
97,680
-802
646
$10.3M 0.02%
112,925
+628
647
$10.2M 0.02%
43,477
-383
648
$10.2M 0.02%
171,501
-14,021
649
$10.2M 0.02%
48,310
-1,523
650
$10.2M 0.02%
269,744
-30,269
24 25
26
27 28