Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$76.9M

Top Sells

1
+$464M
2
+$364M
3
+$62.7M
4
BIL icon
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
1
$1.87B 2.8%
7,783,211
+182,562
2
$1.71B 2.57%
13,179,324
-144,057
3
$1.05B 1.57%
1,973,590
-3,378
4
$904M 1.36%
8,150,206
-23,165
5
$793M 1.19%
2,509,439
+95,929
6
$783M 1.18%
3,768,270
+46,285
7
$739M 1.11%
4,092,138
+94,390
8
$688M 1.03%
3,892,943
+108,713
9
$665M 1%
7,535,724
-436,365
10
$653M 0.98%
7,770,738
-415,583
11
$625M 0.94%
12,196,106
+338,541
12
$618M 0.93%
4,077,289
+177,395
13
$609M 0.91%
4,543,361
+19,913
14
$605M 0.91%
1,242,578
+9,987
15
$580M 0.87%
1,515,407
+60,231
16
$575M 0.86%
9,329,217
-139,865
17
$574M 0.86%
1,758,919
+51,458
18
$527M 0.79%
1,500,726
+50,584
19
$523M 0.78%
11,054,820
+241,248
20
$513M 0.77%
2,858,748
+20,248
21
$480M 0.72%
7,548,708
+325,231
22
$477M 0.72%
10,003,978
-17,810
23
$465M 0.7%
4,840,570
+133,953
24
$459M 0.69%
2,838,029
+22,100
25
$452M 0.68%
1,692,391
+60,738
1
2 3 4 5