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
401
$25.9M 0.04%
134,400
+1,662
402
$25.9M 0.04%
871,174
+17,082
403
$25.7M 0.04%
66,867
-4,290
404
$25.7M 0.04%
75,277
+3,469
405
$25.7M 0.04%
311,075
-59,081
406
$25.6M 0.04%
437,256
+266,736
407
$25.6M 0.04%
530,781
-37,903
408
$25.5M 0.04%
508,679
+18,736
409
$25.1M 0.04%
123,091
+82,883
410
$25M 0.04%
158,459
-22,466
411
$24.8M 0.04%
190,454
+9,263
412
$24.7M 0.04%
868,147
-69,094
413
$24.6M 0.04%
755,897
+30,303
414
$24.5M 0.04%
56,435
+8,814
415
$24.5M 0.04%
101,310
-1,253
416
$24.5M 0.04%
116,939
+1,480
417
$24.4M 0.04%
401,361
+97,172
418
$24.4M 0.04%
168,352
+1,213
419
$24.3M 0.04%
78,453
-3,841
420
$24.3M 0.04%
916,022
-93,325
421
$24.2M 0.04%
341,192
+167,865
422
$24.2M 0.04%
128,877
-2,209
423
$24.1M 0.04%
643,734
+16,193
424
$24M 0.04%
181,995
+2,256
425
$24M 0.04%
492,836
+21,240
15 16
17
18 19