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
1451
$2.21M ﹤0.01%
78,611
+17,660
1452
$2.21M ﹤0.01%
16,169
-32
1453
$2.21M ﹤0.01%
147,152
-1,691
1454
$2.2M ﹤0.01%
18,640
+1,129
1455
$2.2M ﹤0.01%
69,306
+9,476
1456
$2.2M ﹤0.01%
188,757
+27,358
1457
$2.2M ﹤0.01%
57,273
+3,314
1458
$2.2M ﹤0.01%
84,230
+75,119
1459
$2.19M ﹤0.01%
135,501
+11,115
1460
$2.19M ﹤0.01%
280,470
-118,286
1461
$2.19M ﹤0.01%
92,389
+6,356
1462
$2.18M ﹤0.01%
77,260
+277
1463
$2.18M ﹤0.01%
95,476
+7,650
1464
$2.18M ﹤0.01%
121,351
+15,328
1465
$2.17M ﹤0.01%
64,941
+15,530
1466
$2.17M ﹤0.01%
129,938
+59,532
1467
$2.17M ﹤0.01%
77,000
1468
$2.17M ﹤0.01%
38,580
-37,901
1469
$2.16M ﹤0.01%
38,385
+735
1470
$2.16M ﹤0.01%
44,386
-4,581
1471
$2.16M ﹤0.01%
22,965
-5,675
1472
$2.16M ﹤0.01%
261,982
+23,265
1473
$2.16M ﹤0.01%
6,298
-538
1474
$2.15M ﹤0.01%
88,252
+540
1475
$2.15M ﹤0.01%
37,372
-1,788
57 58
59
60 61