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
2326
$638K ﹤0.01%
167,326
+1,690
2327
$637K ﹤0.01%
1,646
-90
2328
$637K ﹤0.01%
7,279
-686
2329
$637K ﹤0.01%
21,498
-1,633
2330
$634K ﹤0.01%
15,461
+1,389
2331
$632K ﹤0.01%
133,722
-531
2332
$632K ﹤0.01%
30,627
+67
2333
$632K ﹤0.01%
89,480
+10,261
2334
$631K ﹤0.01%
22,562
+749
2335
$630K ﹤0.01%
3,429
-152
2336
$630K ﹤0.01%
16,882
-3,157
2337
$629K ﹤0.01%
16,660
+1,014
2338
$629K ﹤0.01%
35,530
+3,705
2339
$628K ﹤0.01%
43,734
-600
2340
$628K ﹤0.01%
78,067
-1,726
2341
$628K ﹤0.01%
15,937
+1,311
2342
$628K ﹤0.01%
16,990
-1,112
2343
$628K ﹤0.01%
17,412
+4,453
2344
$626K ﹤0.01%
54,355
-2,139
2345
$624K ﹤0.01%
136,858
+2,350
2346
$623K ﹤0.01%
30,429
+381
2347
$622K ﹤0.01%
23,138
-4,906
2348
$622K ﹤0.01%
30,098
-116,706
2349
$622K ﹤0.01%
11,757
-582
2350
$619K ﹤0.01%
32,100
-2,839
92 93
94
95 96