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
1001
$4.85M 0.01%
61,879
+14,261
1002
$4.85M 0.01%
78,866
+259
1003
$4.85M 0.01%
44,500
-5,400
1004
$4.85M 0.01%
101,823
+95,772
1005
$4.82M 0.01%
464,112
-31,917
1006
$4.8M 0.01%
47,280
+18,300
1007
$4.79M 0.01%
201,039
-98,643
1008
$4.79M 0.01%
354,220
-24,660
1009
$4.79M 0.01%
438,453
-62,458
1010
$4.79M 0.01%
135,252
+12,250
1011
$4.78M 0.01%
64,678
+53,814
1012
$4.78M 0.01%
120,720
-78,442
1013
$4.78M 0.01%
97,053
-1,591
1014
$4.76M 0.01%
177,297
-5,444
1015
$4.73M 0.01%
170,726
+6,324
1016
$4.73M 0.01%
143,923
-25,572
1017
$4.72M 0.01%
198,212
-48
1018
$4.7M 0.01%
173,945
-35,116
1019
$4.69M 0.01%
47,597
+409
1020
$4.69M 0.01%
158,623
-2,691
1021
$4.67M 0.01%
354,368
-15,274
1022
$4.67M 0.01%
38,063
+2,338
1023
$4.67M 0.01%
100,396
-3,149
1024
$4.67M 0.01%
98,939
-7,150
1025
$4.67M 0.01%
172,579
+78,574
39 40
41
42 43