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
826
$6.89M 0.01%
119,176
-4,352
827
$6.89M 0.01%
91,277
-17,327
828
$6.89M 0.01%
188,601
-2,695
829
$6.88M 0.01%
33,070
-2,119
830
$6.87M 0.01%
237,920
+18,810
831
$6.85M 0.01%
97,741
+246
832
$6.83M 0.01%
264,632
+20,917
833
$6.79M 0.01%
155,953
+105,598
834
$6.77M 0.01%
40,260
-869
835
$6.75M 0.01%
99,371
+19,702
836
$6.74M 0.01%
141,181
-14,526
837
$6.72M 0.01%
141,819
+31,571
838
$6.72M 0.01%
147,363
-48,666
839
$6.72M 0.01%
181,312
-6,815
840
$6.71M 0.01%
196,170
+31,308
841
$6.69M 0.01%
113,739
-659
842
$6.68M 0.01%
233,696
+2,665
843
$6.67M 0.01%
132,075
+22,004
844
$6.65M 0.01%
270,381
-263,707
845
$6.65M 0.01%
255,449
-3,238
846
$6.64M 0.01%
368,133
+37,413
847
$6.64M 0.01%
320,520
-39,975
848
$6.63M 0.01%
34,367
+358
849
$6.63M 0.01%
102,328
-6,705
850
$6.62M 0.01%
65,581
+5,294
32 33
34
35 36