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
2176
$789K ﹤0.01%
45,113
+10,565
2177
$787K ﹤0.01%
63,306
-634,654
2178
$785K ﹤0.01%
56,462
+157
2179
$784K ﹤0.01%
21,528
+3,996
2180
$782K ﹤0.01%
3,732
-815
2181
$780K ﹤0.01%
52,426
+5,002
2182
$778K ﹤0.01%
34,295
+6,497
2183
$778K ﹤0.01%
3,957
+991
2184
$777K ﹤0.01%
32,352
+3,819
2185
$777K ﹤0.01%
34,697
+19,503
2186
$776K ﹤0.01%
7,737
-443
2187
$775K ﹤0.01%
16,991
+4,421
2188
$773K ﹤0.01%
99,236
+7,275
2189
$773K ﹤0.01%
23,809
-1,947
2190
$772K ﹤0.01%
17,959
-3,219
2191
$772K ﹤0.01%
95,163
+67,388
2192
$769K ﹤0.01%
36,792
+6,898
2193
$768K ﹤0.01%
74,122
-12,523
2194
$766K ﹤0.01%
1,035,558
+545,352
2195
$766K ﹤0.01%
3,944
-1,917
2196
$766K ﹤0.01%
16,618
+874
2197
$766K ﹤0.01%
15,307
-11
2198
$766K ﹤0.01%
3,604
-632
2199
$765K ﹤0.01%
14,061
-1,497
2200
$764K ﹤0.01%
8,202
-3,848
86 87
88
89 90