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
1576
$1.84M ﹤0.01%
186,643
-55,315
1577
$1.84M ﹤0.01%
67,773
-29,104
1578
$1.84M ﹤0.01%
37,645
+6,617
1579
$1.84M ﹤0.01%
45,197
+703
1580
$1.84M ﹤0.01%
39,216
-5,725
1581
$1.84M ﹤0.01%
27,156
-8,170
1582
$1.84M ﹤0.01%
37,128
+12,258
1583
$1.83M ﹤0.01%
89,866
+9,221
1584
$1.82M ﹤0.01%
11,655
-586
1585
$1.82M ﹤0.01%
47,770
-1,615
1586
$1.82M ﹤0.01%
148,598
+6,929
1587
$1.82M ﹤0.01%
29,842
-521
1588
$1.82M ﹤0.01%
+26,348
1589
$1.82M ﹤0.01%
39,900
-2,894
1590
$1.82M ﹤0.01%
269,894
+34,954
1591
$1.81M ﹤0.01%
21,045
+14,657
1592
$1.81M ﹤0.01%
16,599
-13,926
1593
$1.81M ﹤0.01%
24,292
-30,095
1594
$1.8M ﹤0.01%
24,965
+588
1595
$1.8M ﹤0.01%
19,788
-1,087
1596
$1.79M ﹤0.01%
20,321
-39,339
1597
$1.79M ﹤0.01%
58,233
+1,270
1598
$1.79M ﹤0.01%
56,375
+6,165
1599
$1.79M ﹤0.01%
91,202
+18,502
1600
$1.78M ﹤0.01%
19,005
-567
62 63
64
65 66