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
2026
$967K ﹤0.01%
34,237
+22,503
2027
$966K ﹤0.01%
3,695
+52
2028
$965K ﹤0.01%
16,105
+179
2029
$964K ﹤0.01%
55,951
+471
2030
$964K ﹤0.01%
2,983
+239
2031
$963K ﹤0.01%
78,028
+6,064
2032
$960K ﹤0.01%
52,111
-18,074
2033
$959K ﹤0.01%
24,626
+1,571
2034
$955K ﹤0.01%
45,113
-1,096
2035
$954K ﹤0.01%
13,954
-582
2036
$953K ﹤0.01%
147,492
-4,921
2037
$952K ﹤0.01%
39,812
-28,265
2038
$952K ﹤0.01%
29,155
-2,223
2039
$951K ﹤0.01%
34,536
+17,670
2040
$950K ﹤0.01%
76,159
-1,231
2041
$950K ﹤0.01%
3,399
-9
2042
$947K ﹤0.01%
62,713
+14,568
2043
$946K ﹤0.01%
12,425
+573
2044
$944K ﹤0.01%
8,867
+1,283
2045
$943K ﹤0.01%
171,159
+23,670
2046
$943K ﹤0.01%
104,061
-3,049
2047
$941K ﹤0.01%
31,420
2048
$941K ﹤0.01%
+46,892
2049
$940K ﹤0.01%
21,533
-607
2050
$939K ﹤0.01%
10,705
+3,207
80 81
82
83 84