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
1951
$1.07M ﹤0.01%
11,582
1952
$1.07M ﹤0.01%
38,847
-1,773
1953
$1.07M ﹤0.01%
15,721
-491
1954
$1.07M ﹤0.01%
21,670
-2,844
1955
$1.06M ﹤0.01%
20,468
-3,130
1956
$1.06M ﹤0.01%
13,970
+788
1957
$1.06M ﹤0.01%
12,112
-8,015
1958
$1.06M ﹤0.01%
37,917
+2,698
1959
$1.06M ﹤0.01%
14,225
+3,935
1960
$1.06M ﹤0.01%
38,551
+2,505
1961
$1.06M ﹤0.01%
22,189
-8,692
1962
$1.06M ﹤0.01%
30,355
+5,070
1963
$1.06M ﹤0.01%
3,401
-179
1964
$1.06M ﹤0.01%
46,635
+13,873
1965
$1.06M ﹤0.01%
20,634
+5,765
1966
$1.05M ﹤0.01%
36,104
-1,811
1967
$1.05M ﹤0.01%
174,834
-29,640
1968
$1.05M ﹤0.01%
27,789
-1,770
1969
$1.05M ﹤0.01%
48,985
-16,500
1970
$1.05M ﹤0.01%
25,151
+11,337
1971
$1.04M ﹤0.01%
226,580
+9,945
1972
$1.04M ﹤0.01%
23,119
+47
1973
$1.04M ﹤0.01%
29,945
-23,027
1974
$1.04M ﹤0.01%
12,668
-2,044
1975
$1.04M ﹤0.01%
79,323
-28,802
77 78
79
80 81