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
426
$24M 0.04%
362,434
+71,430
427
$23.9M 0.04%
653,904
+132,892
428
$23.9M 0.04%
2,679,826
+327,731
429
$23.9M 0.04%
377,184
+23,442
430
$23.8M 0.03%
402,054
+104,995
431
$23.7M 0.03%
36,566
-4,701
432
$23.6M 0.03%
353,086
+6,808
433
$23.6M 0.03%
437,777
-3,724
434
$23.5M 0.03%
216,902
+6,471
435
$23.5M 0.03%
326,347
+25,745
436
$23.5M 0.03%
472,251
+43,905
437
$23.4M 0.03%
918,337
+19,169
438
$23.3M 0.03%
73,159
+16,076
439
$23.3M 0.03%
69,704
-457
440
$23.3M 0.03%
202,996
-132
441
$23.1M 0.03%
431,722
-168,417
442
$23M 0.03%
482,194
+76,576
443
$22.9M 0.03%
773,666
-9,190
444
$22.9M 0.03%
150,528
+7,053
445
$22.8M 0.03%
226,517
-19,255
446
$22.8M 0.03%
180,505
+64,436
447
$22.7M 0.03%
698,849
-255,773
448
$22.7M 0.03%
178,572
-2,799
449
$22.6M 0.03%
139,776
-18,272
450
$22.5M 0.03%
556,830
+32,956
16 17
18
19 20