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
2226
$740K ﹤0.01%
9,646
+454
2227
$739K ﹤0.01%
+14,917
2228
$739K ﹤0.01%
46,326
-4,138
2229
$739K ﹤0.01%
32,007
+6,155
2230
$738K ﹤0.01%
250,227
+79,167
2231
$738K ﹤0.01%
+28,241
2232
$737K ﹤0.01%
28,354
+4,157
2233
$736K ﹤0.01%
50,264
-2,962
2234
$736K ﹤0.01%
54,210
+5,859
2235
$735K ﹤0.01%
122,689
+86,533
2236
$734K ﹤0.01%
119,274
+296
2237
$733K ﹤0.01%
13,106
+735
2238
$732K ﹤0.01%
53,400
-2,991
2239
$732K ﹤0.01%
21,304
-4,742
2240
$731K ﹤0.01%
125,200
-2,840
2241
$730K ﹤0.01%
18,717
+84
2242
$730K ﹤0.01%
17,806
-290
2243
$727K ﹤0.01%
34,804
+8,279
2244
$727K ﹤0.01%
61,380
+3,255
2245
$724K ﹤0.01%
3,950
-84
2246
$723K ﹤0.01%
2,404
-553
2247
$722K ﹤0.01%
43,177
-1,185
2248
$722K ﹤0.01%
+24,771
2249
$720K ﹤0.01%
70,186
-25,525
2250
$720K ﹤0.01%
18,836
-72
88 89
90
91 92