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
1751
$1.43M ﹤0.01%
6,998
-4,891
1752
$1.43M ﹤0.01%
18,063
+248
1753
$1.43M ﹤0.01%
19,921
+2,333
1754
$1.43M ﹤0.01%
63,828
-3,284
1755
$1.43M ﹤0.01%
16,865
+9,552
1756
$1.43M ﹤0.01%
40,396
-3,172
1757
$1.43M ﹤0.01%
46,706
+7,401
1758
$1.43M ﹤0.01%
169,254
-4,715
1759
$1.43M ﹤0.01%
56,449
+1,088
1760
$1.43M ﹤0.01%
67,994
+11,621
1761
$1.42M ﹤0.01%
66,219
-5,421
1762
$1.42M ﹤0.01%
31,337
+4,574
1763
$1.42M ﹤0.01%
28,018
+3,955
1764
$1.41M ﹤0.01%
62,940
+3,253
1765
$1.41M ﹤0.01%
59,330
+2,925
1766
$1.41M ﹤0.01%
17,078
-14,815
1767
$1.41M ﹤0.01%
70,742
-9,029
1768
$1.4M ﹤0.01%
324,583
-643,348
1769
$1.4M ﹤0.01%
46,792
+3,895
1770
$1.39M ﹤0.01%
43,540
-8,997
1771
$1.39M ﹤0.01%
13,555
-6,544
1772
$1.39M ﹤0.01%
24,245
+1,719
1773
$1.39M ﹤0.01%
+67,379
1774
$1.39M ﹤0.01%
10,443
-447
1775
$1.38M ﹤0.01%
59,977
-5,164
69 70
71
72 73