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
$68.2B
AUM Growth
+$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,490
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$147M
3
+$68.2M
4
BHVN
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
+$58.9M
5
AMZN icon
Amazon
AMZN
+$46.2M

Top Sells

1
+$131M
2
+$103M
3
+$96.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$71.8M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$63.7M

Sector Composition

1 Technology 17.12%
2 Healthcare 11.2%
3 Financials 9.96%
4 Industrials 8.94%
5 Consumer Discretionary 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$58.1M 0.09%
767,280
+24,237
227
$58M 0.09%
2,246,526
-1,480
228
$57M 0.08%
415,269
+13,702
229
$56.9M 0.08%
947,493
+9,198
230
$56.9M 0.08%
259,299
+47,029
231
$56.6M 0.08%
1,557,950
+50,700
232
$56.4M 0.08%
137
-1
233
$55.6M 0.08%
198,745
-6,624
234
$54.9M 0.08%
1,167,647
+103,754
235
$54.2M 0.08%
931,704
+56,489
236
$54.1M 0.08%
444,253
+35,316
237
$53.8M 0.08%
227,852
+3,942
238
$53.7M 0.08%
413,080
-827
239
$53.3M 0.08%
564,756
-1,384,458
240
$53.1M 0.08%
1,252,063
-111,213
241
$52.9M 0.08%
470,523
+80,860
242
$52.5M 0.08%
784,125
+20,846
243
$52.4M 0.08%
677,314
+104,523
244
$52.3M 0.08%
1,196,836
+42,948
245
$52.2M 0.08%
348,711
-14,454
246
$51.3M 0.08%
735,774
-671
247
$50.9M 0.07%
521,754
-32,971
248
$50.8M 0.07%
634,608
+25,888
249
$50.7M 0.07%
282,330
+20,029
250
$50.6M 0.07%
517,404
+23,775
8 9
10
11 12