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
2126
$848K ﹤0.01%
19,066
+1,793
2127
$847K ﹤0.01%
67,942
+32,338
2128
$843K ﹤0.01%
3,069
+164
2129
$842K ﹤0.01%
40,284
+2,784
2130
$842K ﹤0.01%
112,089
-10,197
2131
$840K ﹤0.01%
102,648
-5,416
2132
$839K ﹤0.01%
34,560
+2,503
2133
$836K ﹤0.01%
17,782
+92
2134
$836K ﹤0.01%
29,824
+13,112
2135
$836K ﹤0.01%
31,459
-3,801
2136
$835K ﹤0.01%
26,310
+4,004
2137
$832K ﹤0.01%
73,997
+11,181
2138
$830K ﹤0.01%
22,532
+4,197
2139
$829K ﹤0.01%
39,981
+12,766
2140
$828K ﹤0.01%
66,076
+5,092
2141
$826K ﹤0.01%
18,357
-18,113
2142
$826K ﹤0.01%
17,035
+880
2143
$825K ﹤0.01%
145,418
-47,319
2144
$824K ﹤0.01%
94,752
+10,652
2145
$824K ﹤0.01%
19,688
-1,448
2146
$823K ﹤0.01%
10,000
-5,973
2147
$821K ﹤0.01%
13,133
-539
2148
$820K ﹤0.01%
51,070
-8,465
2149
$819K ﹤0.01%
42,530
-18,466
2150
$818K ﹤0.01%
60,139
+5,385
84 85
86
87 88