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
1901
$1.14M ﹤0.01%
25,713
+1,447
1902
$1.14M ﹤0.01%
30,731
+18,379
1903
$1.13M ﹤0.01%
24,544
+1,951
1904
$1.12M ﹤0.01%
24,176
+8,684
1905
$1.12M ﹤0.01%
42,511
+5,203
1906
$1.12M ﹤0.01%
31,447
+8,246
1907
$1.12M ﹤0.01%
117,620
-6,142
1908
$1.12M ﹤0.01%
33,515
-12,875
1909
$1.12M ﹤0.01%
39,905
-864,342
1910
$1.12M ﹤0.01%
12,638
+513
1911
$1.12M ﹤0.01%
23,742
-5,119
1912
$1.12M ﹤0.01%
76,047
+98
1913
$1.12M ﹤0.01%
32,538
-677
1914
$1.12M ﹤0.01%
19,498
-1,891
1915
$1.11M ﹤0.01%
48,774
-122
1916
$1.11M ﹤0.01%
106,344
+85,646
1917
$1.11M ﹤0.01%
27,948
-80
1918
$1.11M ﹤0.01%
25,522
+4,671
1919
$1.11M ﹤0.01%
13,096
-2,852
1920
$1.11M ﹤0.01%
15,884
+209
1921
$1.1M ﹤0.01%
26,179
+33
1922
$1.1M ﹤0.01%
85,847
-4,098
1923
$1.1M ﹤0.01%
20,406
+21
1924
$1.1M ﹤0.01%
18,181
+8,338
1925
$1.1M ﹤0.01%
23,132
+4,461
75 76
77
78 79