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
1251
$3.04M ﹤0.01%
53,405
+4,290
1252
$3.03M ﹤0.01%
162,117
+11,928
1253
$3.02M ﹤0.01%
36,190
-3,317
1254
$3.02M ﹤0.01%
321,352
-204
1255
$3M ﹤0.01%
254,300
-35,154
1256
$3M ﹤0.01%
127,569
-3,526
1257
$3M ﹤0.01%
116,907
+661
1258
$2.98M ﹤0.01%
94,808
-82,719
1259
$2.98M ﹤0.01%
160,204
-5,715
1260
$2.97M ﹤0.01%
89,869
+26,124
1261
$2.97M ﹤0.01%
80,152
+4,989
1262
$2.96M ﹤0.01%
71,757
+4,922
1263
$2.96M ﹤0.01%
120,009
+35,141
1264
$2.96M ﹤0.01%
79,739
+5,483
1265
$2.95M ﹤0.01%
35,636
+3,624
1266
$2.94M ﹤0.01%
+122,046
1267
$2.94M ﹤0.01%
134,138
+15,653
1268
$2.94M ﹤0.01%
23,330
+3,194
1269
$2.94M ﹤0.01%
26,670
-221
1270
$2.93M ﹤0.01%
41,473
+4,133
1271
$2.93M ﹤0.01%
91,974
-165,576
1272
$2.92M ﹤0.01%
127,834
-7,021
1273
$2.92M ﹤0.01%
+56,632
1274
$2.92M ﹤0.01%
52,148
+47,673
1275
$2.91M ﹤0.01%
170,303
+12,725
49 50
51
52 53