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
1051
$4.43M 0.01%
31,949
-13,740
1052
$4.43M 0.01%
30,719
+11,244
1053
$4.43M 0.01%
93,243
-60,363
1054
$4.42M 0.01%
74,563
-3,769
1055
$4.42M 0.01%
106,675
+5,426
1056
$4.41M 0.01%
29,458
-320
1057
$4.4M 0.01%
74,771
+6,257
1058
$4.38M 0.01%
127,429
-725
1059
$4.37M 0.01%
74,498
-3,970
1060
$4.36M 0.01%
28,452
-5,839
1061
$4.36M 0.01%
126,831
-9,477
1062
$4.36M 0.01%
653,476
+35,528
1063
$4.36M 0.01%
43,479
-2,021
1064
$4.32M 0.01%
260,638
-2,816
1065
$4.3M 0.01%
345,592
+17,258
1066
$4.3M 0.01%
92,344
+2,620
1067
$4.3M 0.01%
49,384
+5,367
1068
$4.29M 0.01%
29,480
+5,980
1069
$4.29M 0.01%
105,222
+4,349
1070
$4.28M 0.01%
179,409
+5,627
1071
$4.23M 0.01%
121,183
+16,030
1072
$4.22M 0.01%
232,065
+1,135
1073
$4.19M 0.01%
117,057
+1,349
1074
$4.19M 0.01%
95,413
-109,936
1075
$4.19M 0.01%
23,146
+4,708
41 42
43
44 45