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
1301
$2.72M ﹤0.01%
56,459
+37
1302
$2.72M ﹤0.01%
29,738
-1,264
1303
$2.72M ﹤0.01%
54,837
-4,501
1304
$2.71M ﹤0.01%
87,606
-22,379
1305
$2.71M ﹤0.01%
34,792
+5,276
1306
$2.71M ﹤0.01%
30,353
-88
1307
$2.71M ﹤0.01%
119,181
-1,365
1308
$2.7M ﹤0.01%
12,455
-1,130
1309
$2.69M ﹤0.01%
30,403
+39
1310
$2.69M ﹤0.01%
90,018
+11,227
1311
$2.68M ﹤0.01%
19,758
-61
1312
$2.68M ﹤0.01%
16,943
+817
1313
$2.68M ﹤0.01%
94,804
+2,000
1314
$2.68M ﹤0.01%
31,817
-843
1315
$2.68M ﹤0.01%
164,061
-20,111
1316
$2.67M ﹤0.01%
43,927
-7,728
1317
$2.67M ﹤0.01%
54,873
-22,891
1318
$2.67M ﹤0.01%
85,664
+10,514
1319
$2.65M ﹤0.01%
60,216
-1,884
1320
$2.65M ﹤0.01%
55,040
-5,905
1321
$2.64M ﹤0.01%
40,856
+8,970
1322
$2.62M ﹤0.01%
13,631
-3,741
1323
$2.62M ﹤0.01%
42,663
+2,359
1324
$2.61M ﹤0.01%
64,061
+3,920
1325
$2.61M ﹤0.01%
83,158
-1,344
51 52
53
54 55