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
1851
$1.22M ﹤0.01%
19,389
-2,839
1852
$1.22M ﹤0.01%
59,623
-509,450
1853
$1.22M ﹤0.01%
29,963
+797
1854
$1.21M ﹤0.01%
21,533
+874
1855
$1.21M ﹤0.01%
42,506
+3,279
1856
$1.21M ﹤0.01%
74,271
+671
1857
$1.21M ﹤0.01%
40,187
-251
1858
$1.21M ﹤0.01%
161,260
-11,711
1859
$1.21M ﹤0.01%
41,545
-1,386
1860
$1.21M ﹤0.01%
8,892
+312
1861
$1.2M ﹤0.01%
44,722
+1,485
1862
$1.2M ﹤0.01%
98,600
+13,779
1863
$1.2M ﹤0.01%
94,275
-9,858
1864
$1.2M ﹤0.01%
44,569
+4,471
1865
$1.19M ﹤0.01%
14,058
-184
1866
$1.19M ﹤0.01%
41,306
-4,162
1867
$1.19M ﹤0.01%
106,234
-68,790
1868
$1.19M ﹤0.01%
13,720
+4,670
1869
$1.19M ﹤0.01%
88,075
-3,154
1870
$1.19M ﹤0.01%
60,757
-12
1871
$1.19M ﹤0.01%
21,828
+3,464
1872
$1.19M ﹤0.01%
37,244
-6,498
1873
$1.18M ﹤0.01%
117,826
-11,871
1874
$1.18M ﹤0.01%
54,813
+34,000
1875
$1.18M ﹤0.01%
68,266
-135
73 74
75
76 77