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
376
$27.5M 0.04%
393,378
+45,152
377
$27.5M 0.04%
531,836
-4,919
378
$27.4M 0.04%
320,855
+3,328
379
$27.3M 0.04%
420,242
+52,736
380
$27.3M 0.04%
45,114
+821
381
$27.3M 0.04%
2,013,498
+102,208
382
$27.3M 0.04%
551,712
+12,059
383
$27.2M 0.04%
75,508
+1,919
384
$27.2M 0.04%
540,664
+28,065
385
$27.1M 0.04%
86,487
+3,382
386
$26.9M 0.04%
1,023,675
+915,551
387
$26.9M 0.04%
515,964
+14,569
388
$26.8M 0.04%
11,296
-571
389
$26.7M 0.04%
186,553
+35,000
390
$26.6M 0.04%
797,233
+10,890
391
$26.6M 0.04%
1,850,354
392
$26.6M 0.04%
351,645
+54,586
393
$26.5M 0.04%
710,381
+60,467
394
$26.5M 0.04%
598,690
+10,858
395
$26.5M 0.04%
111,066
+30,395
396
$26.3M 0.04%
182,509
-29,367
397
$26.2M 0.04%
374,506
+97,281
398
$26.1M 0.04%
867,336
+80,237
399
$26.1M 0.04%
431,958
+73,403
400
$25.9M 0.04%
130,084
-3,639
14 15
16
17 18