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
2201
$764K ﹤0.01%
19,655
-8,297
2202
$764K ﹤0.01%
73,501
-9,439
2203
$764K ﹤0.01%
18,363
-5,816
2204
$762K ﹤0.01%
19,908
-827
2205
$760K ﹤0.01%
82,671
+67,246
2206
$759K ﹤0.01%
14,717
+3,257
2207
$758K ﹤0.01%
+44,881
2208
$758K ﹤0.01%
26,264
-46,177
2209
$758K ﹤0.01%
22,500
+53
2210
$758K ﹤0.01%
46,534
+8,331
2211
$756K ﹤0.01%
131,353
-6,935
2212
$756K ﹤0.01%
74,583
+326
2213
$755K ﹤0.01%
53,349
-203
2214
$755K ﹤0.01%
13,815
-38,148
2215
$754K ﹤0.01%
16,279
-7,201
2216
$752K ﹤0.01%
52,428
+2,921
2217
$752K ﹤0.01%
50,211
-669
2218
$750K ﹤0.01%
40,076
-3,535
2219
$750K ﹤0.01%
5,320
+2,046
2220
$747K ﹤0.01%
16,982
-3,397
2221
$746K ﹤0.01%
8,857
-3,963
2222
$744K ﹤0.01%
16,888
-203
2223
$741K ﹤0.01%
9,362
-21
2224
$741K ﹤0.01%
8,047
+4,703
2225
$741K ﹤0.01%
16,704
-414
87 88
89
90 91