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
2401
$565K ﹤0.01%
7,562
-50,158
2402
$564K ﹤0.01%
19,380
-200
2403
$564K ﹤0.01%
20,094
-1,271
2404
$562K ﹤0.01%
8,048
-447
2405
$561K ﹤0.01%
17,569
-625
2406
$561K ﹤0.01%
+5,550
2407
$560K ﹤0.01%
50,194
2408
$558K ﹤0.01%
23,798
+2,330
2409
$556K ﹤0.01%
18,586
-6,539
2410
$555K ﹤0.01%
17,841
+7,863
2411
$553K ﹤0.01%
10,870
-1,663
2412
$553K ﹤0.01%
12,463
-109
2413
$552K ﹤0.01%
44,449
+68
2414
$552K ﹤0.01%
13,037
+7,148
2415
$547K ﹤0.01%
48,839
+1,523
2416
$544K ﹤0.01%
83,484
-24,848
2417
$544K ﹤0.01%
77,822
+29,044
2418
$544K ﹤0.01%
53,865
+11,210
2419
$543K ﹤0.01%
39,402
-11,171
2420
$541K ﹤0.01%
12,028
-563
2421
$541K ﹤0.01%
51,250
+8,862
2422
$540K ﹤0.01%
24,691
-6,861
2423
$540K ﹤0.01%
96,582
+45,366
2424
$540K ﹤0.01%
10,493
+6,520
2425
$538K ﹤0.01%
11,268
-3,222
95 96
97
98 99