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
1376
$2.42M ﹤0.01%
52,166
+15,636
1377
$2.42M ﹤0.01%
76,102
+21,545
1378
$2.42M ﹤0.01%
67,965
-523
1379
$2.42M ﹤0.01%
20,134
+9,860
1380
$2.41M ﹤0.01%
50,518
+548
1381
$2.41M ﹤0.01%
19,337
-6,905
1382
$2.41M ﹤0.01%
175,765
+16,076
1383
$2.41M ﹤0.01%
56,031
+32,216
1384
$2.41M ﹤0.01%
30,377
-877
1385
$2.4M ﹤0.01%
30,546
-1,274
1386
$2.4M ﹤0.01%
106,124
-47,154
1387
$2.4M ﹤0.01%
37,695
-29,795
1388
$2.39M ﹤0.01%
32,098
-47,633
1389
$2.39M ﹤0.01%
38,328
+2,738
1390
$2.38M ﹤0.01%
132,393
-19,555
1391
$2.38M ﹤0.01%
95,994
+2,870
1392
$2.38M ﹤0.01%
+98,056
1393
$2.38M ﹤0.01%
166,438
+22,182
1394
$2.37M ﹤0.01%
114,923
+23,998
1395
$2.37M ﹤0.01%
19,654
+5,551
1396
$2.36M ﹤0.01%
35,375
+4,007
1397
$2.36M ﹤0.01%
21,491
-3,998
1398
$2.36M ﹤0.01%
73,078
-10,336
1399
$2.36M ﹤0.01%
25,267
-116
1400
$2.35M ﹤0.01%
227,721
+33,628
54 55
56
57 58