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
901
$5.86M 0.01%
55,855
+17,223
902
$5.84M 0.01%
679,062
+507,013
903
$5.83M 0.01%
86,016
+1,248
904
$5.82M 0.01%
53,173
+25,296
905
$5.82M 0.01%
68,678
-10,917
906
$5.82M 0.01%
4,911
-613
907
$5.79M 0.01%
169,777
+77,497
908
$5.77M 0.01%
121,414
-1,596
909
$5.76M 0.01%
101,414
+10,318
910
$5.73M 0.01%
45,945
-20,902
911
$5.73M 0.01%
83,528
-3,080
912
$5.73M 0.01%
90,441
+4,226
913
$5.72M 0.01%
87,278
-7,114
914
$5.72M 0.01%
70,270
+3,991
915
$5.71M 0.01%
112,092
-18,651
916
$5.69M 0.01%
40,625
+516
917
$5.69M 0.01%
129,434
+66,732
918
$5.67M 0.01%
61,380
-19,620
919
$5.65M 0.01%
213,152
+4,601
920
$5.62M 0.01%
302,555
+21,351
921
$5.62M 0.01%
142,379
+105,984
922
$5.62M 0.01%
424,949
-7,841
923
$5.6M 0.01%
142,138
-3,848
924
$5.58M 0.01%
203,371
+76,239
925
$5.55M 0.01%
264,014
+125,487
35 36
37
38 39