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
676
$9.62M 0.01%
188,328
+6,725
677
$9.62M 0.01%
78,696
+3,906
678
$9.56M 0.01%
136,409
-27,607
679
$9.55M 0.01%
125,890
+35,875
680
$9.54M 0.01%
116,362
-12,099
681
$9.46M 0.01%
51,231
-13,992
682
$9.42M 0.01%
498,011
+1,826
683
$9.42M 0.01%
170,883
+122,364
684
$9.41M 0.01%
7,140
+1,547
685
$9.37M 0.01%
335,320
+13,922
686
$9.36M 0.01%
234,793
-39,407
687
$9.35M 0.01%
179,663
-12,824
688
$9.26M 0.01%
76,792
-3,753
689
$9.21M 0.01%
19,794
-552
690
$9.2M 0.01%
68,573
-201
691
$9.18M 0.01%
89,246
-2,587
692
$9.17M 0.01%
354,192
-73,958
693
$9.11M 0.01%
416,325
-25,812
694
$9.09M 0.01%
82,187
+2,448
695
$9.07M 0.01%
188,744
-17,297
696
$9.05M 0.01%
894,545
-72,471
697
$9.02M 0.01%
126,082
+15,725
698
$9.01M 0.01%
452,095
+40,042
699
$9.01M 0.01%
105,321
-10,283
700
$8.98M 0.01%
131,640
-43,397
26 27
28
29 30