Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$274M
3
+$80.7M
4
BHVN icon
Biohaven
BHVN
+$79.4M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$76.3M

Top Sells

1
+$464M
2
+$363M
3
+$59.5M
4
DUK icon
Duke Energy
DUK
+$58.5M
5
META icon
Meta Platforms (Facebook)
META
+$53.4M

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
1426
$2.29M ﹤0.01%
49,761
-12
1427
$2.29M ﹤0.01%
159,766
-18,076
1428
$2.29M ﹤0.01%
94,283
-78,003
1429
$2.29M ﹤0.01%
320,453
-4,512
1430
$2.28M ﹤0.01%
37,037
+27,499
1431
$2.28M ﹤0.01%
+99,524
1432
$2.27M ﹤0.01%
8,512
+30
1433
$2.27M ﹤0.01%
35,160
-12,745
1434
$2.27M ﹤0.01%
24,571
+13,977
1435
$2.26M ﹤0.01%
26,068
+570
1436
$2.25M ﹤0.01%
15,765
-4,784
1437
$2.25M ﹤0.01%
89,077
+4,719
1438
$2.25M ﹤0.01%
49,490
+26,742
1439
$2.25M ﹤0.01%
107,322
+68,238
1440
$2.24M ﹤0.01%
55,417
-10,816
1441
$2.24M ﹤0.01%
121,484
-7,811
1442
$2.24M ﹤0.01%
46,188
+6,558
1443
$2.23M ﹤0.01%
108,775
+10,303
1444
$2.23M ﹤0.01%
92,195
-3,316
1445
$2.22M ﹤0.01%
54,525
+5,321
1446
$2.22M ﹤0.01%
45,347
-32,771
1447
$2.22M ﹤0.01%
333,068
+6,122
1448
$2.22M ﹤0.01%
141,749
-21,572
1449
$2.22M ﹤0.01%
76,364
-2,667
1450
$2.21M ﹤0.01%
55,506
+5,540
56 57
58
59 60