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
1551
$1.92M ﹤0.01%
13,985
+289
1552
$1.92M ﹤0.01%
112,991
-25,123
1553
$1.92M ﹤0.01%
35,267
+2,824
1554
$1.91M ﹤0.01%
78,847
-13,553
1555
$1.91M ﹤0.01%
82,228
-206,438
1556
$1.9M ﹤0.01%
42,206
-2,615
1557
$1.9M ﹤0.01%
35,883
-243
1558
$1.9M ﹤0.01%
41,968
-555
1559
$1.9M ﹤0.01%
43,585
+26,135
1560
$1.89M ﹤0.01%
200,794
-8,482
1561
$1.89M ﹤0.01%
22,485
-1,057
1562
$1.88M ﹤0.01%
105,535
+22,637
1563
$1.88M ﹤0.01%
34,035
+959
1564
$1.88M ﹤0.01%
92,051
+19,332
1565
$1.88M ﹤0.01%
191,864
+8,393
1566
$1.88M ﹤0.01%
15,721
-1,746
1567
$1.88M ﹤0.01%
77,714
-1,419
1568
$1.87M ﹤0.01%
15,072
-1,287
1569
$1.87M ﹤0.01%
63,196
-15,825
1570
$1.86M ﹤0.01%
31,154
-35,231
1571
$1.86M ﹤0.01%
41,538
+6,617
1572
$1.85M ﹤0.01%
83,724
-1,421
1573
$1.85M ﹤0.01%
37,231
+659
1574
$1.85M ﹤0.01%
81,093
+5,391
1575
$1.85M ﹤0.01%
82,898
-16,103
61 62
63
64 65