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
1101
$3.96M 0.01%
43,901
-497
1102
$3.96M 0.01%
69,760
+1,845
1103
$3.95M 0.01%
285,127
+193,655
1104
$3.95M 0.01%
41,946
+11,500
1105
$3.95M 0.01%
158,662
-52,316
1106
$3.94M 0.01%
79,805
+2,052
1107
$3.94M 0.01%
59,621
+21,992
1108
$3.93M 0.01%
116,939
+99,102
1109
$3.93M 0.01%
44,549
-5,237
1110
$3.92M 0.01%
24,324
+4,806
1111
$3.92M 0.01%
73,205
-2,150
1112
$3.91M 0.01%
75,984
-56,849
1113
$3.91M 0.01%
47,840
+6,072
1114
$3.91M 0.01%
253,407
-33,191
1115
$3.9M 0.01%
23,064
-12,669
1116
$3.89M 0.01%
570,788
-72,613
1117
$3.87M 0.01%
82,230
-8,893
1118
$3.87M 0.01%
130,299
-32,604
1119
$3.87M 0.01%
239,269
+45,914
1120
$3.87M 0.01%
111,471
-31,269
1121
$3.86M 0.01%
130,447
+5,316
1122
$3.86M 0.01%
61,336
+10,315
1123
$3.86M 0.01%
33,493
+13,421
1124
$3.85M 0.01%
36,620
+1,004
1125
$3.84M 0.01%
45,678
-5,837
43 44
45
46 47