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
2451
$513K ﹤0.01%
55,619
+11,149
2452
$511K ﹤0.01%
8,174
-889
2453
$511K ﹤0.01%
26,150
+1,300
2454
$509K ﹤0.01%
2,136
+69
2455
$508K ﹤0.01%
45,277
+23,027
2456
$508K ﹤0.01%
14,600
-6,400
2457
$507K ﹤0.01%
25,182
+490
2458
$507K ﹤0.01%
41,733
+2
2459
$506K ﹤0.01%
5,338
-792
2460
$506K ﹤0.01%
11,042
+1,331
2461
$505K ﹤0.01%
3,588
2462
$504K ﹤0.01%
65,041
+9,452
2463
$504K ﹤0.01%
2,932
-201
2464
$503K ﹤0.01%
148,337
-33,207
2465
$503K ﹤0.01%
27,387
-368
2466
$501K ﹤0.01%
9,567
+732
2467
$501K ﹤0.01%
30,211
+3,502
2468
$501K ﹤0.01%
21,210
-373
2469
$501K ﹤0.01%
55,216
+8,335
2470
$500K ﹤0.01%
20,575
2471
$500K ﹤0.01%
16,500
-14,395
2472
$499K ﹤0.01%
16,289
+8,820
2473
$499K ﹤0.01%
57,101
+1,356
2474
$498K ﹤0.01%
18,062
2475
$496K ﹤0.01%
6,067
+1,259
97 98
99
100 101