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
876
$6.16M 0.01%
214,029
+46,018
877
$6.13M 0.01%
269,941
+5,370
878
$6.11M 0.01%
87,767
+43,528
879
$6.1M 0.01%
57,779
-536
880
$6.09M 0.01%
91,071
+1,179
881
$6.06M 0.01%
157,851
-16,410
882
$6.05M 0.01%
+117,999
883
$6.03M 0.01%
244,137
-19,399
884
$6.03M 0.01%
+110,627
885
$6.03M 0.01%
91,684
+1,281
886
$6.01M 0.01%
95,108
-1,417
887
$6.01M 0.01%
60,990
+1,225
888
$6M 0.01%
132,930
-7,794
889
$6M 0.01%
105,221
+3,714
890
$5.97M 0.01%
142,403
-2,038
891
$5.97M 0.01%
538,293
+121,622
892
$5.95M 0.01%
96,300
-15,148
893
$5.92M 0.01%
95,528
-136,089
894
$5.92M 0.01%
194,608
+70,355
895
$5.92M 0.01%
+59,849
896
$5.91M 0.01%
149,167
-5,549
897
$5.91M 0.01%
89,875
+525
898
$5.91M 0.01%
83,114
-1,223
899
$5.9M 0.01%
59,394
-1,570
900
$5.89M 0.01%
75,169
+53,259
34 35
36
37 38