Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$274M
3
+$80.7M
4
BHVN icon
Biohaven
BHVN
+$79.4M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$76.3M

Top Sells

1
+$464M
2
+$363M
3
+$59.5M
4
DUK icon
Duke Energy
DUK
+$58.5M
5
META icon
Meta Platforms (Facebook)
META
+$53.4M

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
1176
$3.48M 0.01%
84,819
+72,612
1177
$3.47M 0.01%
42,871
-1,011
1178
$3.47M 0.01%
48,335
-1,057
1179
$3.46M 0.01%
15,718
+498
1180
$3.46M 0.01%
112,917
-1,377
1181
$3.46M 0.01%
26,673
+831
1182
$3.45M 0.01%
10,183
-7,533
1183
$3.45M 0.01%
46,083
-823
1184
$3.44M 0.01%
118,625
-1,695
1185
$3.44M 0.01%
94,526
-11,821
1186
$3.44M 0.01%
31,648
+18,673
1187
$3.43M 0.01%
39,250
-21,360
1188
$3.43M 0.01%
107,060
-4,060
1189
$3.43M 0.01%
96,156
+14,292
1190
$3.41M 0.01%
46,809
-60,884
1191
$3.41M 0.01%
114,951
-48,492
1192
$3.4M 0.01%
15,463
-262
1193
$3.39M 0.01%
+159,968
1194
$3.39M 0.01%
65,682
+7,713
1195
$3.39M 0.01%
35,757
-104
1196
$3.38M 0.01%
158,514
-15,418
1197
$3.38M 0.01%
74,532
+2,885
1198
$3.38M 0.01%
72,926
-1,956
1199
$3.37M 0.01%
155,274
+19,982
1200
$3.37M 0.01%
111,814
-39,548
46 47
48
49 50