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
276
$40.2M 0.06%
66,100
+4,502
277
$40.2M 0.06%
705,420
+94,280
278
$40M 0.06%
160,108
+3,912
279
$39.8M 0.06%
1,937,707
+462,530
280
$39.7M 0.06%
98,144
+2,192
281
$39.7M 0.06%
218,070
+6,914
282
$39.5M 0.06%
63,464
+369
283
$39.4M 0.06%
674,530
+109,328
284
$39.4M 0.06%
164,480
+3,686
285
$39.2M 0.06%
78,993
-359
286
$38.9M 0.06%
176,577
+8,450
287
$38.7M 0.06%
335,568
+17,995
288
$38.4M 0.06%
324,443
+322,117
289
$38.4M 0.06%
1,825,439
-12,681
290
$38.4M 0.06%
606,760
+32,110
291
$38.3M 0.06%
727,873
+212,427
292
$37.8M 0.06%
351,668
-38,645
293
$37.8M 0.06%
492,808
+11,718
294
$37.8M 0.06%
229,303
+3,816
295
$37.7M 0.06%
96,195
+21,347
296
$37.1M 0.05%
781,994
+129,517
297
$37.1M 0.05%
98,165
+3,605
298
$37.1M 0.05%
109,684
+2,409
299
$36.8M 0.05%
142,978
+2,623
300
$36.8M 0.05%
1,679,386
-78,650
10 11
12
13 14