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
1126
$3.83M 0.01%
72,996
-8,634
1127
$3.83M 0.01%
213,433
-71,468
1128
$3.83M 0.01%
29,788
-2,027
1129
$3.82M 0.01%
75,477
-3,251
1130
$3.81M 0.01%
99,145
+12,530
1131
$3.81M 0.01%
69,648
+260
1132
$3.81M 0.01%
99,984
-23,328
1133
$3.8M 0.01%
20,640
+2,196
1134
$3.79M 0.01%
66,357
-1,691
1135
$3.78M 0.01%
16,836
+2,353
1136
$3.78M 0.01%
133,666
-178
1137
$3.77M 0.01%
100,265
+3,753
1138
$3.76M 0.01%
131,163
-2,443
1139
$3.76M 0.01%
251,356
+7,589
1140
$3.74M 0.01%
112,679
+57,128
1141
$3.73M 0.01%
110,000
-4,738
1142
$3.73M 0.01%
100,877
+91,274
1143
$3.71M 0.01%
147,686
+46,160
1144
$3.71M 0.01%
116,986
-12,143
1145
$3.71M 0.01%
182,954
-52,174
1146
$3.7M 0.01%
152,654
-27,748
1147
$3.69M 0.01%
94,484
+10,103
1148
$3.69M 0.01%
90,742
-549
1149
$3.69M 0.01%
174,975
-19,306
1150
$3.68M 0.01%
203,959
-181
44 45
46
47 48