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
26
$456M 0.67%
8,381,928
+109,978
27
$434M 0.64%
1,478,015
+55,706
28
$425M 0.62%
5,752,961
-309,156
29
$424M 0.62%
1,228,298
+61,726
30
$423M 0.62%
4,489,617
+50,548
31
$423M 0.62%
3,830,274
+60,967
32
$416M 0.61%
2,994,345
+424,304
33
$408M 0.6%
8,780,757
+246,741
34
$399M 0.58%
4,638,353
+160,310
35
$390M 0.57%
3,110,691
+147,554
36
$388M 0.57%
679,292
-114
37
$384M 0.56%
1,414,581
+4,462
38
$383M 0.56%
1,952,476
+92,013
39
$382M 0.56%
7,561,892
+276,872
40
$376M 0.55%
2,585,349
-45,970
41
$363M 0.53%
1,324,943
+51,796
42
$359M 0.53%
3,645,445
-1,051,210
43
$353M 0.52%
2,405,059
+90,437
44
$339M 0.5%
2,627,444
+54,530
45
$334M 0.49%
6,358,297
+203,484
46
$332M 0.49%
3,270,943
+189,740
47
$331M 0.49%
575,049
-16,532
48
$330M 0.48%
2,209,709
+19,951
49
$329M 0.48%
1,644,016
+34,159
50
$306M 0.45%
2,657,666
+66,307
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