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
1326
$2.61M ﹤0.01%
85,177
-46,605
1327
$2.6M ﹤0.01%
63,152
+20,851
1328
$2.6M ﹤0.01%
204,636
+39,325
1329
$2.59M ﹤0.01%
417,837
-2,275
1330
$2.58M ﹤0.01%
42,368
-2,602
1331
$2.58M ﹤0.01%
19,509
-14,144
1332
$2.58M ﹤0.01%
67,691
-1,609
1333
$2.58M ﹤0.01%
192,139
-21,004
1334
$2.58M ﹤0.01%
39,949
+379
1335
$2.57M ﹤0.01%
168,652
-17,843
1336
$2.57M ﹤0.01%
104,038
+13,462
1337
$2.56M ﹤0.01%
92,364
+348
1338
$2.56M ﹤0.01%
8,424
-637
1339
$2.56M ﹤0.01%
15,023
+2,976
1340
$2.56M ﹤0.01%
70,863
+991
1341
$2.56M ﹤0.01%
1,809
-121
1342
$2.56M ﹤0.01%
14,186
-251
1343
$2.55M ﹤0.01%
+34,403
1344
$2.55M ﹤0.01%
53,499
-6,282
1345
$2.55M ﹤0.01%
11,027
-5,105
1346
$2.55M ﹤0.01%
158,722
+25,279
1347
$2.55M ﹤0.01%
500,102
-9,171
1348
$2.55M ﹤0.01%
212,811
+20,522
1349
$2.54M ﹤0.01%
205,373
-97,083
1350
$2.54M ﹤0.01%
147,129
-49,162
52 53
54
55 56