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
801
$7.28M 0.01%
1,579
-37
802
$7.27M 0.01%
131,212
+9,879
803
$7.24M 0.01%
105,093
-25,992
804
$7.23M 0.01%
150,903
+431
805
$7.22M 0.01%
151,080
+30,786
806
$7.21M 0.01%
108,444
+35,910
807
$7.18M 0.01%
316,638
+8,197
808
$7.15M 0.01%
157,597
+12,403
809
$7.15M 0.01%
60,419
+36,982
810
$7.14M 0.01%
521,134
+72,011
811
$7.14M 0.01%
165,064
-272
812
$7.12M 0.01%
305,316
-28,828
813
$7.12M 0.01%
58,615
-657
814
$7.08M 0.01%
74,788
-124
815
$7.03M 0.01%
780,258
+23,809
816
$7.03M 0.01%
365,499
-145,194
817
$7.02M 0.01%
79,926
-103
818
$7.01M 0.01%
55,214
-10,887
819
$7.01M 0.01%
141,816
-46
820
$6.98M 0.01%
81,841
-3,096
821
$6.98M 0.01%
219,912
+86,907
822
$6.97M 0.01%
91,358
+9,079
823
$6.97M 0.01%
224,284
+78,791
824
$6.95M 0.01%
285,795
-937
825
$6.92M 0.01%
94,209
+18,020
31 32
33
34 35