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
1151
$3.67M 0.01%
47,623
-2,486
1152
$3.66M 0.01%
80,239
+1,409
1153
$3.66M 0.01%
24,451
-4,775
1154
$3.66M 0.01%
63,540
-52,501
1155
$3.65M 0.01%
120,978
-5,238
1156
$3.65M 0.01%
121,734
-8,348
1157
$3.64M 0.01%
127,909
-8,817
1158
$3.64M 0.01%
129,156
+103,857
1159
$3.64M 0.01%
71,060
-4,932
1160
$3.63M 0.01%
62,405
-10,291
1161
$3.63M 0.01%
64,082
+13,334
1162
$3.61M 0.01%
28,103
+1,140
1163
$3.58M 0.01%
17,435
+155
1164
$3.57M 0.01%
159,008
+43,725
1165
$3.56M 0.01%
75,000
1166
$3.56M 0.01%
37,739
+4,475
1167
$3.56M 0.01%
30,856
-4,793
1168
$3.55M 0.01%
31,758
+4,345
1169
$3.54M 0.01%
12,014
-42
1170
$3.53M 0.01%
38,752
-59,698
1171
$3.51M 0.01%
60,852
-2,949
1172
$3.51M 0.01%
160,446
-83,463
1173
$3.5M 0.01%
302,015
+6,197
1174
$3.49M 0.01%
382,085
-146,043
1175
$3.48M 0.01%
120,102
+11,800
45 46
47
48 49