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
651
$10.2M 0.02%
84,791
-6,053
652
$10.2M 0.02%
208,954
-45,239
653
$10.1M 0.02%
74,720
+588
654
$10.1M 0.02%
175,129
-20,101
655
$10.1M 0.02%
72,978
+5,211
656
$10M 0.02%
198,343
+62,502
657
$9.99M 0.02%
244,010
-17,364
658
$9.99M 0.02%
159,045
-59,342
659
$9.99M 0.02%
182,835
-1,680
660
$9.99M 0.02%
119,459
-4,120
661
$9.99M 0.02%
97,536
-4,356
662
$9.92M 0.01%
87,161
-8,976
663
$9.89M 0.01%
157,520
+18,813
664
$9.87M 0.01%
195,176
+4,808
665
$9.84M 0.01%
116,354
+36,898
666
$9.83M 0.01%
69,312
-1,268
667
$9.82M 0.01%
61,859
-13
668
$9.8M 0.01%
400,414
+170,232
669
$9.8M 0.01%
34,959
-3,697
670
$9.79M 0.01%
981,618
-890,727
671
$9.76M 0.01%
122,963
+11,210
672
$9.7M 0.01%
101,785
+627
673
$9.69M 0.01%
106,341
+3,355
674
$9.65M 0.01%
46,951
-1,353
675
$9.63M 0.01%
156,934
-972
25 26
27
28 29