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
2301
$667K ﹤0.01%
47,971
-1,470
2302
$666K ﹤0.01%
18,234
+4,133
2303
$664K ﹤0.01%
43,239
+3,545
2304
$664K ﹤0.01%
9,716
-14,580
2305
$662K ﹤0.01%
23,925
+9,525
2306
$662K ﹤0.01%
+8,158
2307
$662K ﹤0.01%
59,553
-12,484
2308
$659K ﹤0.01%
8,633
-1,312
2309
$657K ﹤0.01%
6,915
-756
2310
$657K ﹤0.01%
11,876
-4,081
2311
$654K ﹤0.01%
15,601
-6,239
2312
$654K ﹤0.01%
+9,753
2313
$653K ﹤0.01%
25,037
-869
2314
$653K ﹤0.01%
+37,955
2315
$652K ﹤0.01%
23,728
+4,185
2316
$649K ﹤0.01%
+189,868
2317
$649K ﹤0.01%
3,931
+540
2318
$648K ﹤0.01%
66,420
-572
2319
$646K ﹤0.01%
27,131
+17,473
2320
$643K ﹤0.01%
30,471
+11,002
2321
$642K ﹤0.01%
4,463
-83
2322
$642K ﹤0.01%
43,522
+21,103
2323
$640K ﹤0.01%
+14,661
2324
$640K ﹤0.01%
19,876
-3,768
2325
$638K ﹤0.01%
11,621
+652
91 92
93
94 95