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
101
$155M 0.23%
1,827,476
-122,618
102
$152M 0.23%
898,292
-177,499
103
$150M 0.23%
3,015,169
+247,578
104
$149M 0.22%
3,025,757
-46,122
105
$148M 0.22%
1,315,773
+19,621
106
$148M 0.22%
440,976
+1,037
107
$148M 0.22%
3,430,717
-116,232
108
$147M 0.22%
1,432,050
-96,168
109
$146M 0.22%
958,179
-7,992
110
$145M 0.22%
1,672,916
-383,473
111
$145M 0.22%
372,058
-5,009
112
$144M 0.22%
622,910
+7,523
113
$144M 0.22%
2,854,572
+9,585
114
$142M 0.21%
1,971,075
+32,271
115
$141M 0.21%
2,023,790
+55,746
116
$141M 0.21%
3,530,570
+106,061
117
$141M 0.21%
4,766,170
+985,840
118
$139M 0.21%
1,947,792
-115,830
119
$137M 0.21%
1,860,341
+207,972
120
$137M 0.2%
318,335
+24,124
121
$136M 0.2%
2,332,559
-74,759
122
$135M 0.2%
679,376
-1,858
123
$135M 0.2%
2,789,870
+93,050
124
$134M 0.2%
1,271,837
-11,317
125
$130M 0.2%
1,201,970
+31,870
3 4
5
6 7