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
2151
$817K ﹤0.01%
49,543
-20,443
2152
$815K ﹤0.01%
36,683
-12,704
2153
$815K ﹤0.01%
7,662
-863
2154
$813K ﹤0.01%
75,382
+75
2155
$813K ﹤0.01%
21,990
+962
2156
$813K ﹤0.01%
65,102
-1,935
2157
$813K ﹤0.01%
17,255
-1,659
2158
$813K ﹤0.01%
31,021
-13,515
2159
$812K ﹤0.01%
35,500
+17,920
2160
$809K ﹤0.01%
12,928
+1,045
2161
$808K ﹤0.01%
49,722
-405
2162
$808K ﹤0.01%
24,911
+3,700
2163
$806K ﹤0.01%
26,689
-5,100
2164
$804K ﹤0.01%
19,821
-1,452
2165
$804K ﹤0.01%
103,834
-6,076
2166
$803K ﹤0.01%
+11,801
2167
$802K ﹤0.01%
89,285
+6,431
2168
$798K ﹤0.01%
65,267
-39,677
2169
$796K ﹤0.01%
19,421
-4,286
2170
$795K ﹤0.01%
67,233
+8,007
2171
$793K ﹤0.01%
10,820
+229
2172
$793K ﹤0.01%
59,612
-500
2173
$792K ﹤0.01%
126,744
+105,245
2174
$792K ﹤0.01%
184,972
-10,024
2175
$792K ﹤0.01%
17,968
-13,985
85 86
87
88 89