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
1276
$2.91M ﹤0.01%
17,559
+6,536
1277
$2.91M ﹤0.01%
170,695
+34,171
1278
$2.9M ﹤0.01%
38,335
-56
1279
$2.89M ﹤0.01%
72,257
-12,613
1280
$2.89M ﹤0.01%
124,366
-17,485
1281
$2.84M ﹤0.01%
110,428
+30,148
1282
$2.83M ﹤0.01%
65,415
+22
1283
$2.82M ﹤0.01%
212,017
+76,724
1284
$2.82M ﹤0.01%
181,689
+5,823
1285
$2.81M ﹤0.01%
70,222
+1,574
1286
$2.8M ﹤0.01%
60,531
+9,632
1287
$2.79M ﹤0.01%
32,498
+8,296
1288
$2.79M ﹤0.01%
47,796
+1,305
1289
$2.79M ﹤0.01%
33,787
+11,878
1290
$2.78M ﹤0.01%
124,595
+29,023
1291
$2.77M ﹤0.01%
73,500
+21,886
1292
$2.76M ﹤0.01%
48,159
+283
1293
$2.76M ﹤0.01%
+215,859
1294
$2.75M ﹤0.01%
6,551
+215
1295
$2.75M ﹤0.01%
82,554
+8,244
1296
$2.74M ﹤0.01%
122,842
+24,341
1297
$2.74M ﹤0.01%
27,219
-9,440
1298
$2.74M ﹤0.01%
68,654
-19,409
1299
$2.74M ﹤0.01%
27,403
+448
1300
$2.73M ﹤0.01%
31,942
-1,048
50 51
52
53 54