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
726
$8.6M 0.01%
259,682
+107,273
727
$8.58M 0.01%
160,478
+6,310
728
$8.57M 0.01%
194,756
+13,800
729
$8.54M 0.01%
161,392
-7,223
730
$8.53M 0.01%
170,155
+6,612
731
$8.5M 0.01%
226,768
+5,981
732
$8.5M 0.01%
43,210
+3,950
733
$8.46M 0.01%
237,220
+15,921
734
$8.45M 0.01%
95,957
-14,630
735
$8.42M 0.01%
138,895
-41,916
736
$8.41M 0.01%
59,273
-4,092
737
$8.39M 0.01%
236,026
+15,747
738
$8.33M 0.01%
72,982
+21,206
739
$8.33M 0.01%
120,991
+86,749
740
$8.31M 0.01%
159,620
-208
741
$8.31M 0.01%
391,695
+35,845
742
$8.27M 0.01%
106,524
-67,304
743
$8.24M 0.01%
58,229
-3,958
744
$8.22M 0.01%
139,674
+2,328
745
$8.21M 0.01%
135,263
+2,372
746
$8.17M 0.01%
131,742
-2,716
747
$8.17M 0.01%
29,327
+2,745
748
$8.16M 0.01%
181,998
-396
749
$8.13M 0.01%
1,016,557
+3,093
750
$8.1M 0.01%
117,802
+15,520
28 29
30
31 32