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
1501
$2.08M ﹤0.01%
36,280
-794
1502
$2.08M ﹤0.01%
189,294
+52,980
1503
$2.07M ﹤0.01%
+35,592
1504
$2.07M ﹤0.01%
+30,624
1505
$2.07M ﹤0.01%
23,083
-2,710
1506
$2.06M ﹤0.01%
12,908
+6,720
1507
$2.05M ﹤0.01%
69,593
+28,583
1508
$2.05M ﹤0.01%
22,658
-1,344
1509
$2.04M ﹤0.01%
50,205
-5,424
1510
$2.04M ﹤0.01%
28,803
-2,214
1511
$2.04M ﹤0.01%
68,256
+9,964
1512
$2.03M ﹤0.01%
41,698
-419
1513
$2.03M ﹤0.01%
16,147
-10
1514
$2.02M ﹤0.01%
+81,690
1515
$2.02M ﹤0.01%
68,182
+336
1516
$2.02M ﹤0.01%
46,489
+13,790
1517
$2.02M ﹤0.01%
27,742
-1,193
1518
$2.02M ﹤0.01%
202,473
-79,505
1519
$2.02M ﹤0.01%
2,832
+299
1520
$2.01M ﹤0.01%
59,719
-37
1521
$2M ﹤0.01%
64,997
-3,960
1522
$2M ﹤0.01%
232,623
-22,273
1523
$2M ﹤0.01%
64,157
+7,287
1524
$1.99M ﹤0.01%
40,919
-351
1525
$1.99M ﹤0.01%
23,347
-1,054
59 60
61
62 63