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
151
$105M 0.16%
1,615,936
+1,188,750
152
$104M 0.16%
884,415
-22,862
153
$104M 0.16%
1,115,505
-47,717
154
$104M 0.16%
1,244,107
-47,094
155
$102M 0.15%
447,365
+20,138
156
$102M 0.15%
318,282
+9,080
157
$99.7M 0.15%
801,431
-60,595
158
$98.3M 0.15%
987,115
+47,609
159
$97.6M 0.15%
560,036
+15,649
160
$97.6M 0.15%
594,845
-5,006
161
$97.3M 0.15%
397,899
-18,813
162
$97.2M 0.15%
1,381,383
-31,132
163
$96.9M 0.15%
4,019,100
-20,974
164
$94.3M 0.14%
397,423
+38,392
165
$94.2M 0.14%
539,996
+106,913
166
$92.9M 0.14%
2,039,654
+56,723
167
$92.1M 0.14%
1,616,322
+123,557
168
$91.9M 0.14%
373,015
-43,328
169
$91M 0.14%
2,202,964
+69,794
170
$90.1M 0.14%
2,575,140
+64,274
171
$88.8M 0.13%
1,015,577
-4,671
172
$87.7M 0.13%
160,471
-1,938
173
$87.4M 0.13%
923,762
+31,162
174
$87.3M 0.13%
673,893
+44,480
175
$85.8M 0.13%
1,500,190
+88,924
5 6
7
8 9