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
2426
$538K ﹤0.01%
53,003
-1,668
2427
$537K ﹤0.01%
13,900
-400
2428
$537K ﹤0.01%
15,032
-17
2429
$536K ﹤0.01%
14,613
+2,375
2430
$535K ﹤0.01%
60,323
-32,764
2431
$530K ﹤0.01%
35,517
+5,731
2432
$530K ﹤0.01%
13,683
+478
2433
$530K ﹤0.01%
13,500
-209
2434
$530K ﹤0.01%
+58,402
2435
$528K ﹤0.01%
11,331
+1,477
2436
$528K ﹤0.01%
6,865
+118
2437
$527K ﹤0.01%
9,225
-705
2438
$525K ﹤0.01%
19,313
-2,767
2439
$524K ﹤0.01%
15,790
-9,440
2440
$523K ﹤0.01%
12,779
+1,736
2441
$523K ﹤0.01%
23,119
-7,252
2442
$522K ﹤0.01%
35,244
+23,389
2443
$522K ﹤0.01%
49,322
+2,144
2444
$522K ﹤0.01%
10,129
-716
2445
$520K ﹤0.01%
17,418
+4,340
2446
$520K ﹤0.01%
21,049
-7,093
2447
$520K ﹤0.01%
9,751
-272
2448
$519K ﹤0.01%
16,739
-1,248
2449
$519K ﹤0.01%
3,207
-162
2450
$515K ﹤0.01%
12,948
+260
96 97
98
99 100