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
1651
$1.69M ﹤0.01%
34,098
-6,529
1652
$1.69M ﹤0.01%
78,053
-171,673
1653
$1.68M ﹤0.01%
20,745
-990
1654
$1.68M ﹤0.01%
+94,997
1655
$1.68M ﹤0.01%
20,889
-157
1656
$1.68M ﹤0.01%
61,000
1657
$1.68M ﹤0.01%
214,774
+818
1658
$1.67M ﹤0.01%
54,489
+4,821
1659
$1.66M ﹤0.01%
45,982
-371
1660
$1.66M ﹤0.01%
123,599
+36,601
1661
$1.66M ﹤0.01%
94,902
-18,533
1662
$1.65M ﹤0.01%
25,625
+2,060
1663
$1.65M ﹤0.01%
30,080
+211
1664
$1.65M ﹤0.01%
78,294
-2,415
1665
$1.65M ﹤0.01%
156,390
+6,005
1666
$1.64M ﹤0.01%
87,667
-2,847
1667
$1.64M ﹤0.01%
41,124
1668
$1.64M ﹤0.01%
74,025
-1,871
1669
$1.63M ﹤0.01%
44,894
-860
1670
$1.63M ﹤0.01%
79,556
-5,914
1671
$1.63M ﹤0.01%
26,106
-1,240
1672
$1.63M ﹤0.01%
51,236
-10,318
1673
$1.63M ﹤0.01%
60,657
-4,298
1674
$1.63M ﹤0.01%
115,094
+7,010
1675
$1.63M ﹤0.01%
26,340
+3,395
65 66
67
68 69