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
851
$6.62M 0.01%
104,579
+1,596
852
$6.6M 0.01%
20,683
-5,197
853
$6.6M 0.01%
48,060
-4,254
854
$6.57M 0.01%
131,791
+13,628
855
$6.56M 0.01%
69,527
+1,931
856
$6.55M 0.01%
124,622
-6,176
857
$6.55M 0.01%
168,084
-167,717
858
$6.52M 0.01%
96,967
-3,955
859
$6.48M 0.01%
683,918
-255,892
860
$6.47M 0.01%
+200,671
861
$6.43M 0.01%
404,318
-81,791
862
$6.41M 0.01%
36,649
+3,287
863
$6.31M 0.01%
88,045
+31,633
864
$6.29M 0.01%
148,257
-1,273
865
$6.27M 0.01%
56,021
-33,259
866
$6.23M 0.01%
26,561
-1,220
867
$6.22M 0.01%
165,713
+20,401
868
$6.21M 0.01%
80,111
-3,272
869
$6.21M 0.01%
76,142
+1,584
870
$6.2M 0.01%
89,061
-3,784
871
$6.19M 0.01%
118,437
+75,479
872
$6.18M 0.01%
42,274
-484
873
$6.18M 0.01%
85,006
+7,167
874
$6.18M 0.01%
82,031
+56,146
875
$6.18M 0.01%
111,657
-2,471
33 34
35
36 37