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
1726
$1.51M ﹤0.01%
2,704
-1,441
1727
$1.51M ﹤0.01%
33,452
+1,567
1728
$1.51M ﹤0.01%
37,917
-10,616
1729
$1.51M ﹤0.01%
25,868
-2,574
1730
$1.51M ﹤0.01%
31,711
+10,003
1731
$1.5M ﹤0.01%
124,411
+7,028
1732
$1.5M ﹤0.01%
20,431
-981
1733
$1.5M ﹤0.01%
33,980
+6,880
1734
$1.5M ﹤0.01%
27,504
-11,710
1735
$1.49M ﹤0.01%
64,963
+1,042
1736
$1.48M ﹤0.01%
63,948
-2,721
1737
$1.47M ﹤0.01%
315,724
-9,666
1738
$1.47M ﹤0.01%
52,078
-22,721
1739
$1.46M ﹤0.01%
65,027
+14,205
1740
$1.46M ﹤0.01%
10,637
-5
1741
$1.46M ﹤0.01%
60,042
-28,276
1742
$1.46M ﹤0.01%
+38,592
1743
$1.45M ﹤0.01%
80,298
-305
1744
$1.45M ﹤0.01%
17,968
+1,817
1745
$1.44M ﹤0.01%
+43,814
1746
$1.44M ﹤0.01%
67,297
+34,884
1747
$1.44M ﹤0.01%
33,630
+3,200
1748
$1.44M ﹤0.01%
27,823
-7,772
1749
$1.44M ﹤0.01%
32,338
+1,274
1750
$1.43M ﹤0.01%
27,187
+751
68 69
70
71 72