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
776
$7.63M 0.01%
173,975
-7,045
777
$7.63M 0.01%
87,359
+9,682
778
$7.62M 0.01%
219,435
+9,174
779
$7.58M 0.01%
235,233
+8,413
780
$7.57M 0.01%
184,404
-32,073
781
$7.53M 0.01%
114,792
-1,716
782
$7.5M 0.01%
222,868
-14,122
783
$7.5M 0.01%
66,561
-1,817
784
$7.5M 0.01%
84,606
+12,527
785
$7.46M 0.01%
251,150
+197,147
786
$7.44M 0.01%
117,846
+27,307
787
$7.4M 0.01%
403,849
-34,370
788
$7.39M 0.01%
52,892
-2,470
789
$7.38M 0.01%
174,448
-252,821
790
$7.36M 0.01%
115,086
+3,616
791
$7.36M 0.01%
85,345
+42,736
792
$7.35M 0.01%
83,043
+5,564
793
$7.33M 0.01%
182,073
-1,303
794
$7.32M 0.01%
68,469
-6,269
795
$7.31M 0.01%
152,982
+122,982
796
$7.31M 0.01%
41,345
+856
797
$7.3M 0.01%
427,114
+199,025
798
$7.3M 0.01%
146,459
-4,548
799
$7.29M 0.01%
330,571
-9,271
800
$7.29M 0.01%
+254,275
30 31
32
33 34