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
976
$5.12M 0.01%
303,159
-31,345
977
$5.04M 0.01%
4,348
-310
978
$5.04M 0.01%
174,537
-19,825
979
$5.03M 0.01%
68,957
+879
980
$5.03M 0.01%
80,675
+43,497
981
$5.01M 0.01%
170,607
-19,745
982
$5M 0.01%
294,664
-26,070
983
$4.98M 0.01%
175,254
+69,607
984
$4.97M 0.01%
97,923
-1,467
985
$4.96M 0.01%
20,265
-1,374
986
$4.95M 0.01%
199,254
-25,721
987
$4.95M 0.01%
205,313
+66,967
988
$4.95M 0.01%
192,461
-43,794
989
$4.95M 0.01%
54,615
+1,565
990
$4.95M 0.01%
99,649
991
$4.94M 0.01%
28,693
-368
992
$4.91M 0.01%
25,769
+6,953
993
$4.91M 0.01%
125,880
+10,512
994
$4.91M 0.01%
179,704
+28,846
995
$4.9M 0.01%
195,707
-51,780
996
$4.9M 0.01%
56,195
-2,041
997
$4.9M 0.01%
94,999
-34,387
998
$4.88M 0.01%
38,177
-8,457
999
$4.88M 0.01%
130,894
-1,337
1000
$4.86M 0.01%
123,361
+112,109
38 39
40
41 42