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
451
$22.4M 0.03%
186,376
+3,129
452
$22.3M 0.03%
546,225
-11,625
453
$22.2M 0.03%
461,172
+11,949
454
$22.1M 0.03%
929,190
+23,221
455
$21.9M 0.03%
247,911
+9,106
456
$21.7M 0.03%
151,820
-108
457
$21.7M 0.03%
212,886
+23,085
458
$21.5M 0.03%
371,571
-16,244
459
$21.4M 0.03%
787,731
+83,623
460
$21.3M 0.03%
354,428
+41,131
461
$21M 0.03%
368,719
+8,612
462
$20.9M 0.03%
129,479
+5,959
463
$20.8M 0.03%
165,656
+8,324
464
$20.8M 0.03%
624,417
-6,616
465
$20.8M 0.03%
344,216
+73,667
466
$20.7M 0.03%
81,710
+3,614
467
$20.6M 0.03%
141,573
+3,581
468
$20.5M 0.03%
255,878
-71,786
469
$20.5M 0.03%
167,160
+6,452
470
$20.5M 0.03%
112,864
-8,043
471
$20.5M 0.03%
218,067
+61
472
$20.4M 0.03%
633,035
+34,126
473
$20.3M 0.03%
555,800
+18,348
474
$20.3M 0.03%
237,556
+39,671
475
$20.3M 0.03%
1,309,992
-9,248
17 18
19
20 21