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
1926
$1.1M ﹤0.01%
23,289
-749
1927
$1.1M ﹤0.01%
21,900
-1,732
1928
$1.1M ﹤0.01%
16,946
+949
1929
$1.09M ﹤0.01%
12,480
-2,343
1930
$1.09M ﹤0.01%
27,018
+161
1931
$1.09M ﹤0.01%
15,335
+99
1932
$1.09M ﹤0.01%
76,714
+2,703
1933
$1.09M ﹤0.01%
15,490
-1,869
1934
$1.09M ﹤0.01%
9,477
-692
1935
$1.09M ﹤0.01%
50,484
-25,392
1936
$1.09M ﹤0.01%
48,415
-4,260
1937
$1.09M ﹤0.01%
22,455
-319
1938
$1.09M ﹤0.01%
119,309
+28,583
1939
$1.08M ﹤0.01%
21,507
-1,894
1940
$1.08M ﹤0.01%
38,349
-4,511
1941
$1.08M ﹤0.01%
21,733
+15,034
1942
$1.08M ﹤0.01%
107,583
+49,534
1943
$1.08M ﹤0.01%
83,432
-6,072
1944
$1.08M ﹤0.01%
36,934
+1,866
1945
$1.08M ﹤0.01%
6,460
+136
1946
$1.08M ﹤0.01%
70,969
+3,494
1947
$1.08M ﹤0.01%
84,875
-12,105
1948
$1.08M ﹤0.01%
22,842
1949
$1.08M ﹤0.01%
14,374
+292
1950
$1.07M ﹤0.01%
11,498
-2,190
76 77
78
79 80