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
1526
$1.99M ﹤0.01%
29,129
-1,363
1527
$1.99M ﹤0.01%
21,877
+8,581
1528
$1.99M ﹤0.01%
60,635
+2,302
1529
$1.99M ﹤0.01%
+58,676
1530
$1.99M ﹤0.01%
130,388
-4,681
1531
$1.98M ﹤0.01%
20,472
-12,317
1532
$1.98M ﹤0.01%
60,300
+2,323
1533
$1.97M ﹤0.01%
26,742
+3,019
1534
$1.97M ﹤0.01%
20,419
+6,695
1535
$1.97M ﹤0.01%
19,389
-5,063
1536
$1.96M ﹤0.01%
189,036
+40,146
1537
$1.95M ﹤0.01%
493,387
+51,218
1538
$1.95M ﹤0.01%
192,866
-267
1539
$1.95M ﹤0.01%
110,518
+36,343
1540
$1.94M ﹤0.01%
21,762
+3,220
1541
$1.94M ﹤0.01%
34,029
+5
1542
$1.94M ﹤0.01%
18,018
-120
1543
$1.93M ﹤0.01%
16,092
+8,010
1544
$1.93M ﹤0.01%
45,351
+1,865
1545
$1.93M ﹤0.01%
79,677
-2,437
1546
$1.93M ﹤0.01%
101,561
+693
1547
$1.93M ﹤0.01%
6,937
-671
1548
$1.93M ﹤0.01%
21,808
-29,013
1549
$1.93M ﹤0.01%
19,362
-993
1550
$1.93M ﹤0.01%
68,201
-4,618
60 61
62
63 64