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
701
$8.96M 0.01%
146,848
+21,884
702
$8.95M 0.01%
27,774
-2,772
703
$8.95M 0.01%
117,571
-7,358
704
$8.92M 0.01%
70,612
+3,404
705
$8.92M 0.01%
84,758
-5,703
706
$8.91M 0.01%
518,416
-92,300
707
$8.89M 0.01%
128,034
-14,826
708
$8.82M 0.01%
26,249
+286
709
$8.78M 0.01%
136,479
-49,094
710
$8.78M 0.01%
97,562
+7,507
711
$8.78M 0.01%
242,102
-41,702
712
$8.76M 0.01%
39,678
+19,442
713
$8.75M 0.01%
84,015
+15,626
714
$8.75M 0.01%
177,956
-5,510
715
$8.73M 0.01%
398,663
+322,200
716
$8.73M 0.01%
415,907
+183,651
717
$8.71M 0.01%
221,359
+67,807
718
$8.7M 0.01%
219,916
-42,076
719
$8.65M 0.01%
291,262
-158
720
$8.63M 0.01%
94,442
+41,136
721
$8.63M 0.01%
153,446
+6,770
722
$8.62M 0.01%
119,052
+8,278
723
$8.61M 0.01%
26,265
+1,691
724
$8.6M 0.01%
211,588
725
$8.6M 0.01%
60,792
+4,008
27 28
29
30 31