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
1351
$2.54M ﹤0.01%
143,000
1352
$2.52M ﹤0.01%
112,936
+63,054
1353
$2.52M ﹤0.01%
60,342
+13,117
1354
$2.51M ﹤0.01%
498,914
-42,293
1355
$2.51M ﹤0.01%
477,832
+60,945
1356
$2.51M ﹤0.01%
38,060
-11,247
1357
$2.51M ﹤0.01%
48,644
+5,941
1358
$2.5M ﹤0.01%
172,242
+5,486
1359
$2.5M ﹤0.01%
38,809
+3,432
1360
$2.49M ﹤0.01%
115,054
+2,789
1361
$2.49M ﹤0.01%
82,767
+552
1362
$2.49M ﹤0.01%
39,782
-15,086
1363
$2.48M ﹤0.01%
47,378
-6,734
1364
$2.48M ﹤0.01%
47,508
-899
1365
$2.47M ﹤0.01%
111,071
+13,540
1366
$2.47M ﹤0.01%
73,474
-174
1367
$2.46M ﹤0.01%
12,166
+2,122
1368
$2.46M ﹤0.01%
81,151
-2,193
1369
$2.46M ﹤0.01%
92,447
+6,036
1370
$2.45M ﹤0.01%
115,712
-10,914
1371
$2.45M ﹤0.01%
+55,051
1372
$2.44M ﹤0.01%
635,981
-3,189
1373
$2.43M ﹤0.01%
10,655
+8,085
1374
$2.43M ﹤0.01%
117,555
+84,535
1375
$2.43M ﹤0.01%
48,698
+2,567
53 54
55
56 57