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
1026
$4.65M 0.01%
90,516
-27,019
1027
$4.64M 0.01%
382,614
-28,671
1028
$4.63M 0.01%
189,091
-52,833
1029
$4.63M 0.01%
161,086
-23,371
1030
$4.59M 0.01%
40,168
-3,154
1031
$4.59M 0.01%
201,427
+15,269
1032
$4.58M 0.01%
76,904
-96,953
1033
$4.57M 0.01%
180,127
+47,824
1034
$4.56M 0.01%
189,924
+3,113
1035
$4.55M 0.01%
62,556
+14,810
1036
$4.54M 0.01%
63,293
+20,340
1037
$4.54M 0.01%
36,288
+47
1038
$4.54M 0.01%
87,273
-712
1039
$4.53M 0.01%
68,883
+7,490
1040
$4.52M 0.01%
43,640
+1,669
1041
$4.51M 0.01%
49,482
-2,419
1042
$4.51M 0.01%
91,560
+4,518
1043
$4.51M 0.01%
19,605
-16,377
1044
$4.5M 0.01%
32,939
-738
1045
$4.48M 0.01%
182,769
+95,567
1046
$4.48M 0.01%
169,720
+42,032
1047
$4.47M 0.01%
125,411
+10,559
1048
$4.46M 0.01%
398,985
-35,987
1049
$4.45M 0.01%
98,951
+11,007
1050
$4.43M 0.01%
+143,893
40 41
42
43 44