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
1701
$1.56M ﹤0.01%
86,876
+6,085
1702
$1.56M ﹤0.01%
64,421
-3,696
1703
$1.56M ﹤0.01%
88,182
+3,438
1704
$1.56M ﹤0.01%
20,569
+888
1705
$1.55M ﹤0.01%
19,452
+2,196
1706
$1.55M ﹤0.01%
16,900
-5,886
1707
$1.55M ﹤0.01%
22,450
+1,314
1708
$1.54M ﹤0.01%
188,347
+23,912
1709
$1.54M ﹤0.01%
138,269
-6,906
1710
$1.54M ﹤0.01%
14,291
+375
1711
$1.54M ﹤0.01%
187,230
-3,880
1712
$1.53M ﹤0.01%
3,828
-317
1713
$1.53M ﹤0.01%
23,978
+60
1714
$1.53M ﹤0.01%
39,270
+19,626
1715
$1.53M ﹤0.01%
58,465
1716
$1.53M ﹤0.01%
33,990
+636
1717
$1.52M ﹤0.01%
53,710
-2,285
1718
$1.52M ﹤0.01%
182,621
-249,177
1719
$1.52M ﹤0.01%
66,429
+37,909
1720
$1.52M ﹤0.01%
93,875
+287
1721
$1.52M ﹤0.01%
71,517
-9,733
1722
$1.52M ﹤0.01%
65,000
1723
$1.52M ﹤0.01%
191,146
-23,063
1724
$1.51M ﹤0.01%
56,600
-1,645
1725
$1.51M ﹤0.01%
60,292
-412
67 68
69
70 71