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
2276
$698K ﹤0.01%
158,729
+104,775
2277
$697K ﹤0.01%
7,381
+659
2278
$695K ﹤0.01%
22,420
-1,970
2279
$695K ﹤0.01%
21,883
+628
2280
$694K ﹤0.01%
27,597
+18,697
2281
$694K ﹤0.01%
11,371
+356
2282
$693K ﹤0.01%
53,091
-5,238
2283
$692K ﹤0.01%
71,395
+379
2284
$690K ﹤0.01%
24,245
+394
2285
$688K ﹤0.01%
15,960
+3,290
2286
$684K ﹤0.01%
15,419
-1,421
2287
$682K ﹤0.01%
19,251
-586
2288
$682K ﹤0.01%
101,177
-2,900
2289
$682K ﹤0.01%
16,880
-651
2290
$680K ﹤0.01%
65,044
+11,247
2291
$677K ﹤0.01%
17,670
+871
2292
$677K ﹤0.01%
36,487
+1,291
2293
$674K ﹤0.01%
19,454
+1,365
2294
$673K ﹤0.01%
95,255
+22,986
2295
$673K ﹤0.01%
59,761
+8,276
2296
$672K ﹤0.01%
+8,082
2297
$671K ﹤0.01%
19,104
-121
2298
$671K ﹤0.01%
114,615
+75,460
2299
$670K ﹤0.01%
34,773
-4,594
2300
$670K ﹤0.01%
41,818
+26,028
90 91
92
93 94