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
201
$71.5M 0.11%
1,419,318
-7,900
202
$71.3M 0.11%
960,538
-48,131
203
$70.4M 0.11%
935,039
-328,321
204
$70.3M 0.11%
722,113
-28,037
205
$69.5M 0.1%
576,371
+263,222
206
$69.1M 0.1%
1,996,680
-751,274
207
$69M 0.1%
467,187
-4,999
208
$68.1M 0.1%
1,489,353
+43,937
209
$67M 0.1%
1,190,010
+51,750
210
$66.6M 0.1%
142
+1
211
$66.5M 0.1%
268,132
+5,734
212
$66.1M 0.1%
376,578
+3,580
213
$66M 0.1%
1,806,505
+146,949
214
$65M 0.1%
631,272
-609,247
215
$64.7M 0.1%
2,571,087
+947,325
216
$64.5M 0.1%
1,863,497
-123,278
217
$63.7M 0.1%
447,165
-5,151
218
$63.6M 0.1%
954,098
+16,737
219
$63M 0.09%
1,841,461
-40,262
220
$63M 0.09%
785,076
-2,253
221
$62.5M 0.09%
833,518
+23,332
222
$62.4M 0.09%
395,208
+1,990
223
$60.8M 0.09%
414,965
+5,565
224
$60.8M 0.09%
724,739
-2,800
225
$59.4M 0.09%
204,194
-9,587
7 8
9
10 11