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
2376
$594K ﹤0.01%
33,943
+11,118
2377
$593K ﹤0.01%
15,596
+2,335
2378
$592K ﹤0.01%
24,936
-8,791
2379
$592K ﹤0.01%
31,108
-8,707
2380
$590K ﹤0.01%
6,882
-993
2381
$588K ﹤0.01%
26,766
+13,077
2382
$586K ﹤0.01%
26,724
-1,423
2383
$585K ﹤0.01%
58,808
-12,354
2384
$585K ﹤0.01%
41,870
-40,200
2385
$584K ﹤0.01%
5,963
-1,781
2386
$583K ﹤0.01%
14,489
-1,555
2387
$583K ﹤0.01%
54,955
-10,759
2388
$581K ﹤0.01%
9,909
+43
2389
$580K ﹤0.01%
35,671
+3,614
2390
$578K ﹤0.01%
21,080
-193
2391
$575K ﹤0.01%
+25,000
2392
$574K ﹤0.01%
+5,298
2393
$574K ﹤0.01%
39,160
-45,684
2394
$571K ﹤0.01%
30,000
-8,888
2395
$571K ﹤0.01%
71,667
+17,651
2396
$571K ﹤0.01%
5,322
-9,098
2397
$571K ﹤0.01%
47,360
+6,067
2398
$567K ﹤0.01%
11,018
2399
$566K ﹤0.01%
+31,526
2400
$565K ﹤0.01%
18,500
-348
94 95
96
97 98