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
1676
$1.62M ﹤0.01%
112,819
-41,934
1677
$1.62M ﹤0.01%
329,384
+64,686
1678
$1.62M ﹤0.01%
51,824
-1,342
1679
$1.61M ﹤0.01%
133,881
-27,420
1680
$1.61M ﹤0.01%
42,288
+27,330
1681
$1.61M ﹤0.01%
343,356
+136,048
1682
$1.61M ﹤0.01%
13,118
-2,095
1683
$1.6M ﹤0.01%
70,191
-18,016
1684
$1.6M ﹤0.01%
49,655
-2,450
1685
$1.6M ﹤0.01%
28,272
-1,649
1686
$1.59M ﹤0.01%
23,920
-1,538
1687
$1.59M ﹤0.01%
66,879
-8,121
1688
$1.59M ﹤0.01%
52,961
+6,148
1689
$1.59M ﹤0.01%
30,938
-2,876
1690
$1.59M ﹤0.01%
35,323
+584
1691
$1.58M ﹤0.01%
27,684
-88,601
1692
$1.58M ﹤0.01%
29,496
-3,811
1693
$1.58M ﹤0.01%
33,503
+299
1694
$1.57M ﹤0.01%
47,481
-3,233
1695
$1.57M ﹤0.01%
33,790
+23,945
1696
$1.57M ﹤0.01%
35,954
-1,185
1697
$1.57M ﹤0.01%
71,382
-8,976
1698
$1.57M ﹤0.01%
86,208
+1,536
1699
$1.57M ﹤0.01%
63,072
+4,536
1700
$1.57M ﹤0.01%
+77,969
66 67
68
69 70