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
2101
$868K ﹤0.01%
228,411
-576,058
2102
$868K ﹤0.01%
32,748
+167
2103
$867K ﹤0.01%
25,242
-438
2104
$866K ﹤0.01%
51,349
-30,710
2105
$866K ﹤0.01%
75,622
+13,375
2106
$866K ﹤0.01%
8,959
-6,335
2107
$865K ﹤0.01%
10,086
+1,094
2108
$865K ﹤0.01%
10,246
-1,342
2109
$865K ﹤0.01%
7,622
-24,359
2110
$864K ﹤0.01%
25,889
-7,786
2111
$864K ﹤0.01%
12,234
-514
2112
$864K ﹤0.01%
19,582
+1,763
2113
$863K ﹤0.01%
+25,779
2114
$860K ﹤0.01%
20,807
-1,792
2115
$860K ﹤0.01%
23,309
-1,177
2116
$859K ﹤0.01%
27,342
+1,342
2117
$858K ﹤0.01%
12,183
+1,995
2118
$856K ﹤0.01%
77,918
+390
2119
$855K ﹤0.01%
10,395
-505
2120
$853K ﹤0.01%
176,978
+2,339
2121
$851K ﹤0.01%
+20,490
2122
$849K ﹤0.01%
79,623
-32,677
2123
$849K ﹤0.01%
49,577
+2,301
2124
$849K ﹤0.01%
26,857
+4,508
2125
$849K ﹤0.01%
35,109
-6,921
83 84
85
86 87