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
1476
$2.15M ﹤0.01%
68,701
-37,460
1477
$2.14M ﹤0.01%
60,454
+44,737
1478
$2.14M ﹤0.01%
51,433
-2,039
1479
$2.14M ﹤0.01%
163,576
-79,087
1480
$2.13M ﹤0.01%
181,368
-8,914
1481
$2.13M ﹤0.01%
63,536
-5,252
1482
$2.13M ﹤0.01%
14,385
+125
1483
$2.13M ﹤0.01%
26,601
-189
1484
$2.12M ﹤0.01%
47,312
-12,981
1485
$2.12M ﹤0.01%
131,903
-13,692
1486
$2.12M ﹤0.01%
25,733
+26
1487
$2.12M ﹤0.01%
145,753
+12,674
1488
$2.12M ﹤0.01%
43,211
+14,197
1489
$2.12M ﹤0.01%
52,407
+944
1490
$2.11M ﹤0.01%
56,903
-2,251
1491
$2.1M ﹤0.01%
37,189
+18,970
1492
$2.1M ﹤0.01%
13,370
+96
1493
$2.1M ﹤0.01%
116,948
+80
1494
$2.09M ﹤0.01%
36,077
-3,293
1495
$2.09M ﹤0.01%
69,748
1496
$2.09M ﹤0.01%
81,417
-42,676
1497
$2.08M ﹤0.01%
33,570
-440
1498
$2.08M ﹤0.01%
20,335
+1,479
1499
$2.08M ﹤0.01%
62,469
-23,132
1500
$2.08M ﹤0.01%
63,508
-59
58 59
60
61 62