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
1226
$3.17M ﹤0.01%
46,900
-31,591
1227
$3.16M ﹤0.01%
224,317
+26,424
1228
$3.15M ﹤0.01%
1,013,312
+31,788
1229
$3.15M ﹤0.01%
62,744
-5,287
1230
$3.14M ﹤0.01%
53,283
-11,589
1231
$3.14M ﹤0.01%
36,870
-50,317
1232
$3.12M ﹤0.01%
68,319
+62,087
1233
$3.12M ﹤0.01%
102,472
-2,040
1234
$3.11M ﹤0.01%
75,002
-12,309
1235
$3.11M ﹤0.01%
15,754
-17,770
1236
$3.11M ﹤0.01%
70,231
+2,977
1237
$3.1M ﹤0.01%
128,612
+2,738
1238
$3.1M ﹤0.01%
358,739
+58,754
1239
$3.09M ﹤0.01%
385,212
+35,466
1240
$3.09M ﹤0.01%
422,483
-61,608
1241
$3.09M ﹤0.01%
138,736
+83,500
1242
$3.08M ﹤0.01%
289,903
-601
1243
$3.07M ﹤0.01%
126,510
+21,120
1244
$3.07M ﹤0.01%
242,910
+25,686
1245
$3.07M ﹤0.01%
131,324
+706
1246
$3.07M ﹤0.01%
44,789
-15,648
1247
$3.06M ﹤0.01%
54,004
+4,755
1248
$3.06M ﹤0.01%
97,073
-5,515
1249
$3.06M ﹤0.01%
65,325
+4,272
1250
$3.06M ﹤0.01%
48,161
-1,086
48 49
50
51 52