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
1601
$1.77M ﹤0.01%
117,694
+9,053
1602
$1.77M ﹤0.01%
21,583
+2,157
1603
$1.77M ﹤0.01%
70,884
+8,076
1604
$1.77M ﹤0.01%
64,230
+10,597
1605
$1.77M ﹤0.01%
39,417
+9,751
1606
$1.77M ﹤0.01%
98,595
+33,096
1607
$1.77M ﹤0.01%
7,450
-2,807
1608
$1.77M ﹤0.01%
113,269
-10,428
1609
$1.77M ﹤0.01%
338,469
-132,631
1610
$1.76M ﹤0.01%
38,521
-7,265
1611
$1.76M ﹤0.01%
58,608
-43,445
1612
$1.76M ﹤0.01%
244,210
+58,784
1613
$1.75M ﹤0.01%
160,703
+42,177
1614
$1.75M ﹤0.01%
36,316
-11,745
1615
$1.74M ﹤0.01%
69,647
-24,036
1616
$1.74M ﹤0.01%
127,765
-15,021
1617
$1.74M ﹤0.01%
151,060
+53,954
1618
$1.73M ﹤0.01%
168,107
+32,164
1619
$1.73M ﹤0.01%
92,819
+6,407
1620
$1.73M ﹤0.01%
77,920
-2,813
1621
$1.73M ﹤0.01%
5,235
+1,591
1622
$1.73M ﹤0.01%
21,615
+1,467
1623
$1.72M ﹤0.01%
32,954
-3,833
1624
$1.72M ﹤0.01%
155,647
+19,124
1625
$1.72M ﹤0.01%
+31,305
63 64
65
66 67