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
951
$5.3M 0.01%
39,027
+3,169
952
$5.3M 0.01%
111,858
-11,078
953
$5.3M 0.01%
156,385
-4,385
954
$5.28M 0.01%
81,453
-23,362
955
$5.28M 0.01%
126,953
+1,521
956
$5.28M 0.01%
256,080
+7,185
957
$5.28M 0.01%
136,508
-35,031
958
$5.27M 0.01%
127,000
+107,000
959
$5.26M 0.01%
307,863
-15,194
960
$5.26M 0.01%
91,863
+11,979
961
$5.26M 0.01%
24,923
+1,922
962
$5.25M 0.01%
98,277
-5,880
963
$5.23M 0.01%
18,766
+10,765
964
$5.22M 0.01%
327,079
+36,901
965
$5.21M 0.01%
52,245
+10,146
966
$5.21M 0.01%
58,591
-1,577
967
$5.2M 0.01%
32,376
-6,504
968
$5.19M 0.01%
152,095
+71,465
969
$5.18M 0.01%
38,340
-6,868
970
$5.16M 0.01%
136,541
+2,190
971
$5.16M 0.01%
218,830
+129,511
972
$5.16M 0.01%
154,761
-2,311
973
$5.13M 0.01%
+189,826
974
$5.13M 0.01%
265,521
-5,026
975
$5.12M 0.01%
418,378
-34,824
37 38
39
40 41