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
176
$85.4M 0.13%
832,360
-12,187
177
$84.7M 0.13%
667,879
+5,091
178
$84.7M 0.13%
851,745
-50,739
179
$83.6M 0.13%
437,511
-12,241
180
$83.6M 0.13%
694,909
-455,119
181
$82.3M 0.12%
773,212
-110,081
182
$81.9M 0.12%
386,308
+3,838
183
$81.5M 0.12%
602,407
-4,054
184
$81.2M 0.12%
893,269
+18,654
185
$80.9M 0.12%
1,192,996
+30,077
186
$80.5M 0.12%
1,739,553
+135,009
187
$80.1M 0.12%
1,497,446
+537,779
188
$79.5M 0.12%
280,488
-22,271
189
$79.4M 0.12%
441,748
-8,163
190
$78.9M 0.12%
345,197
+5,402
191
$78.7M 0.12%
3,263,380
+14,031
192
$78M 0.12%
+5,619,760
193
$77.7M 0.12%
142,378
+34,888
194
$75.1M 0.11%
784,490
-107,811
195
$73.8M 0.11%
923,518
+34,518
196
$72.3M 0.11%
511,690
+102,716
197
$72M 0.11%
736,646
+53,837
198
$72M 0.11%
403,847
-7,779
199
$71.6M 0.11%
619,458
-40,731
200
$71.6M 0.11%
1,002,164
+44,467
6 7
8
9 10