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
1626
$1.72M ﹤0.01%
43,013
+962
1627
$1.72M ﹤0.01%
51,219
+6,426
1628
$1.72M ﹤0.01%
48,810
+1,872
1629
$1.71M ﹤0.01%
269,158
-18,066
1630
$1.71M ﹤0.01%
+63,595
1631
$1.71M ﹤0.01%
34,936
-8,338
1632
$1.71M ﹤0.01%
163,220
-122,965
1633
$1.71M ﹤0.01%
15,174
+1,377
1634
$1.71M ﹤0.01%
34,247
-6,185
1635
$1.71M ﹤0.01%
252,262
-17,800
1636
$1.7M ﹤0.01%
15,613
+805
1637
$1.7M ﹤0.01%
233,697
+11,984
1638
$1.7M ﹤0.01%
220,923
+40,813
1639
$1.7M ﹤0.01%
59,216
+8
1640
$1.7M ﹤0.01%
16,863
-1,175
1641
$1.7M ﹤0.01%
105,867
+8,748
1642
$1.7M ﹤0.01%
55,883
-15,101
1643
$1.7M ﹤0.01%
100,591
+9,864
1644
$1.7M ﹤0.01%
46,958
-3,152
1645
$1.69M ﹤0.01%
117,677
-6,260
1646
$1.69M ﹤0.01%
137,208
-95,348
1647
$1.69M ﹤0.01%
148,289
-2,474
1648
$1.69M ﹤0.01%
149,280
+2,930
1649
$1.69M ﹤0.01%
104,816
-146,534
1650
$1.69M ﹤0.01%
106,390
+6,818
64 65
66
67 68