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
1976
$1.04M ﹤0.01%
11,480
-5,307
1977
$1.04M ﹤0.01%
32,621
-13,809
1978
$1.04M ﹤0.01%
26,054
-5,737
1979
$1.04M ﹤0.01%
22,170
+4,392
1980
$1.04M ﹤0.01%
35,963
-885
1981
$1.03M ﹤0.01%
180,502
-1,898
1982
$1.03M ﹤0.01%
44,692
-421
1983
$1.03M ﹤0.01%
64,376
-56,857
1984
$1.03M ﹤0.01%
23,995
+8,453
1985
$1.03M ﹤0.01%
57,928
-10,198
1986
$1.03M ﹤0.01%
60,005
+1,081
1987
$1.03M ﹤0.01%
16,643
-5,569
1988
$1.03M ﹤0.01%
65,174
+3,287
1989
$1.02M ﹤0.01%
18,456
+222
1990
$1.02M ﹤0.01%
101,003
+18,738
1991
$1.02M ﹤0.01%
45,640
+4,726
1992
$1.02M ﹤0.01%
220,723
-14,816
1993
$1.02M ﹤0.01%
77,482
+728
1994
$1.02M ﹤0.01%
92,305
-10,202
1995
$1.02M ﹤0.01%
43,305
-3,267
1996
$1.01M ﹤0.01%
118,517
+28,685
1997
$1.01M ﹤0.01%
12,950
+8,656
1998
$1.01M ﹤0.01%
43,088
-16,877
1999
$1.01M ﹤0.01%
18,574
+2,492
2000
$1.01M ﹤0.01%
57,434
+56
78 79
80
81 82