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
1401
$2.35M ﹤0.01%
119,227
+84,658
1402
$2.35M ﹤0.01%
251,749
+6,790
1403
$2.35M ﹤0.01%
43,634
+35,721
1404
$2.34M ﹤0.01%
183,593
-37,204
1405
$2.33M ﹤0.01%
83,961
-4,860
1406
$2.33M ﹤0.01%
117,592
+1,864
1407
$2.33M ﹤0.01%
29,352
-45
1408
$2.33M ﹤0.01%
38,927
+120
1409
$2.33M ﹤0.01%
49,699
-2,788
1410
$2.33M ﹤0.01%
17,511
-1,693
1411
$2.32M ﹤0.01%
257,039
+69,184
1412
$2.32M ﹤0.01%
63,727
-6,810
1413
$2.32M ﹤0.01%
29,070
-839
1414
$2.32M ﹤0.01%
64,927
+129
1415
$2.32M ﹤0.01%
47,373
+32,344
1416
$2.31M ﹤0.01%
29,452
+1,040
1417
$2.31M ﹤0.01%
6,676
+2,473
1418
$2.31M ﹤0.01%
181,793
+26,574
1419
$2.31M ﹤0.01%
60,654
+26,588
1420
$2.3M ﹤0.01%
6,082
-142
1421
$2.3M ﹤0.01%
55,699
+6,754
1422
$2.3M ﹤0.01%
164,366
-2,617
1423
$2.3M ﹤0.01%
29,092
+1,832
1424
$2.29M ﹤0.01%
99,978
-9,698
1425
$2.29M ﹤0.01%
166,446
+144
55 56
57
58 59