Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$274M
3
+$80.7M
4
BHVN icon
Biohaven
BHVN
+$79.4M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$76.3M

Top Sells

1
+$464M
2
+$363M
3
+$59.5M
4
DUK icon
Duke Energy
DUK
+$58.5M
5
META icon
Meta Platforms (Facebook)
META
+$53.4M

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
926
$5.54M 0.01%
54,814
+9,640
927
$5.53M 0.01%
310,897
-78
928
$5.53M 0.01%
72,425
+3,248
929
$5.52M 0.01%
48,623
+17,754
930
$5.49M 0.01%
40,462
-125
931
$5.46M 0.01%
32,668
+11,948
932
$5.46M 0.01%
51,634
+3,888
933
$5.45M 0.01%
112,825
-1,336
934
$5.44M 0.01%
25,659
+5,244
935
$5.43M 0.01%
22,221
+1,833
936
$5.42M 0.01%
335,852
-330,682
937
$5.41M 0.01%
255,647
-3,862
938
$5.41M 0.01%
215,914
+37,707
939
$5.41M 0.01%
335,575
+62,111
940
$5.4M 0.01%
475,368
+38,682
941
$5.4M 0.01%
195,470
-12,710
942
$5.39M 0.01%
259,135
+16,290
943
$5.34M 0.01%
128,421
+1,617
944
$5.34M 0.01%
77,348
-6,461
945
$5.32M 0.01%
157,356
-34,846
946
$5.32M 0.01%
128,138
+838
947
$5.32M 0.01%
194,974
+37,709
948
$5.31M 0.01%
53,298
+122
949
$5.31M 0.01%
36,082
-12,925
950
$5.31M 0.01%
189,895
+28,899
36 37
38
39 40