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
1826
$1.27M ﹤0.01%
60,163
-745
1827
$1.26M ﹤0.01%
15,822
+20
1828
$1.26M ﹤0.01%
242,633
-2,343
1829
$1.26M ﹤0.01%
68,270
-18,613
1830
$1.26M ﹤0.01%
186,393
+44,056
1831
$1.26M ﹤0.01%
83,782
-249
1832
$1.26M ﹤0.01%
39,289
-12,750
1833
$1.26M ﹤0.01%
26,298
+1,148
1834
$1.26M ﹤0.01%
118,025
-55,613
1835
$1.25M ﹤0.01%
36,973
+432
1836
$1.25M ﹤0.01%
47,172
-9,410
1837
$1.24M ﹤0.01%
48,779
-6,419
1838
$1.24M ﹤0.01%
8,290
+334
1839
$1.24M ﹤0.01%
64,119
+4,114
1840
$1.24M ﹤0.01%
96,780
+17,879
1841
$1.24M ﹤0.01%
19,519
-495
1842
$1.24M ﹤0.01%
51,227
+1,225
1843
$1.24M ﹤0.01%
70,533
+16,590
1844
$1.24M ﹤0.01%
59,510
-46,025
1845
$1.23M ﹤0.01%
15,866
-15,488
1846
$1.23M ﹤0.01%
18,443
+313
1847
$1.23M ﹤0.01%
4,885
-251
1848
$1.23M ﹤0.01%
35,592
-23,959
1849
$1.23M ﹤0.01%
8,586
+723
1850
$1.22M ﹤0.01%
39,958
-13,223
72 73
74
75 76