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
751
$8.08M 0.01%
173,220
+5,856
752
$8.06M 0.01%
152,679
+21,355
753
$8.05M 0.01%
68,468
+15,867
754
$8.04M 0.01%
24,341
+919
755
$8.01M 0.01%
604,413
+35,601
756
$7.99M 0.01%
121,921
-3,078
757
$7.98M 0.01%
246,476
+5,739
758
$7.95M 0.01%
49,246
+27,724
759
$7.91M 0.01%
104,028
+4,316
760
$7.89M 0.01%
144,671
-29,322
761
$7.86M 0.01%
195,501
+34,742
762
$7.85M 0.01%
158,278
+3,768
763
$7.83M 0.01%
702,531
-142,506
764
$7.82M 0.01%
211,707
+69,167
765
$7.8M 0.01%
48,961
+2,016
766
$7.79M 0.01%
99,472
-21,740
767
$7.77M 0.01%
109,938
+40,056
768
$7.76M 0.01%
160,195
-26,432
769
$7.75M 0.01%
274,853
+42,646
770
$7.73M 0.01%
50,179
+7,599
771
$7.72M 0.01%
79,191
+3,085
772
$7.71M 0.01%
86,235
+8,157
773
$7.71M 0.01%
44,238
-112
774
$7.69M 0.01%
73,591
+37,275
775
$7.69M 0.01%
26,600
-1,739
29 30
31
32 33