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
1801
$1.32M ﹤0.01%
+26,519
1802
$1.32M ﹤0.01%
53,366
+5,086
1803
$1.31M ﹤0.01%
+83,439
1804
$1.31M ﹤0.01%
18,829
+355
1805
$1.31M ﹤0.01%
23,052
+1,125
1806
$1.31M ﹤0.01%
11,385
-554
1807
$1.31M ﹤0.01%
28,229
-2,103
1808
$1.3M ﹤0.01%
18,781
+3,419
1809
$1.3M ﹤0.01%
22,258
-1,525
1810
$1.3M ﹤0.01%
36,325
+1,979
1811
$1.29M ﹤0.01%
57,683
+5,920
1812
$1.29M ﹤0.01%
18,927
-594
1813
$1.29M ﹤0.01%
29,597
-1,689
1814
$1.29M ﹤0.01%
36,170
+17,909
1815
$1.28M ﹤0.01%
51,939
+162
1816
$1.28M ﹤0.01%
79,640
+5,543
1817
$1.28M ﹤0.01%
19,319
+771
1818
$1.28M ﹤0.01%
13,624
-861
1819
$1.28M ﹤0.01%
18,667
-6,011
1820
$1.27M ﹤0.01%
32,850
+133
1821
$1.27M ﹤0.01%
21,892
+215
1822
$1.27M ﹤0.01%
53,102
+2,952
1823
$1.27M ﹤0.01%
62,098
-14,566
1824
$1.27M ﹤0.01%
11,900
+2,795
1825
$1.27M ﹤0.01%
280,572
-33,177
71 72
73
74 75