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
326
$32.1M 0.05%
528,853
+411,096
327
$32M 0.05%
623,113
+78,095
328
$31.9M 0.05%
226,452
+1,841
329
$31.8M 0.05%
150,106
+6,329
330
$31.7M 0.05%
1,281,645
-98,947
331
$31.6M 0.05%
799,190
+196,447
332
$31.5M 0.05%
431,795
+56,239
333
$31.4M 0.05%
1,927,703
-31,471
334
$31.3M 0.05%
818,711
+43,420
335
$31.2M 0.05%
282,257
-34,003
336
$31M 0.05%
871,766
-7,284
337
$31M 0.05%
91,048
+6,303
338
$31M 0.05%
1,785,756
+309,564
339
$30.9M 0.05%
211,431
+1,804
340
$30.9M 0.05%
695,674
-41,806
341
$30.9M 0.05%
393,440
-8,894
342
$30.8M 0.05%
357,891
-39,515
343
$30.8M 0.05%
109,912
+1,632
344
$30.8M 0.05%
513,526
-2,889
345
$30.7M 0.05%
250,199
-36,650
346
$30.7M 0.05%
68,791
-3,401
347
$30.3M 0.04%
64,253
+674
348
$30.1M 0.04%
3,145,472
-35,517
349
$30M 0.04%
739,130
+21,205
350
$29.9M 0.04%
475,318
+26,950
12 13
14
15 16