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
2076
$907K ﹤0.01%
+28,630
2077
$906K ﹤0.01%
39,941
-16,862
2078
$901K ﹤0.01%
27,216
+756
2079
$900K ﹤0.01%
+21,987
2080
$899K ﹤0.01%
10,519
+202
2081
$899K ﹤0.01%
156,290
+19,850
2082
$898K ﹤0.01%
70,700
-82,290
2083
$896K ﹤0.01%
23,179
-9,483
2084
$896K ﹤0.01%
96,504
-58,158
2085
$893K ﹤0.01%
26,815
+219
2086
$891K ﹤0.01%
20,882
-2,922
2087
$891K ﹤0.01%
2,305
-175
2088
$889K ﹤0.01%
343,342
-901
2089
$886K ﹤0.01%
50,854
2090
$885K ﹤0.01%
49,594
+21,493
2091
$884K ﹤0.01%
101,134
-3,648
2092
$881K ﹤0.01%
+137,925
2093
$881K ﹤0.01%
38,505
-6,453
2094
$880K ﹤0.01%
19,349
-259
2095
$877K ﹤0.01%
38,115
-2,877
2096
$876K ﹤0.01%
17,177
+2,096
2097
$875K ﹤0.01%
25,247
+3,657
2098
$873K ﹤0.01%
56,996
-869
2099
$871K ﹤0.01%
35,891
-3,400
2100
$871K ﹤0.01%
30,686
+227
82 83
84
85 86