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
476
$20.1M 0.03%
291,985
+30,737
477
$20M 0.03%
51,501
+6,354
478
$20M 0.03%
76,321
+25,880
479
$20M 0.03%
562,247
+83,281
480
$19.9M 0.03%
196,779
+58,477
481
$19.9M 0.03%
563,129
+37,980
482
$19.7M 0.03%
412,418
+66,955
483
$19.7M 0.03%
1,390,906
+157,760
484
$19.6M 0.03%
119,386
-10,035
485
$19.6M 0.03%
378,297
+7,562
486
$19.6M 0.03%
305,512
-106,383
487
$19.6M 0.03%
533,786
-55,825
488
$19.5M 0.03%
111,280
-14,561
489
$19.5M 0.03%
345,549
+10,436
490
$19.4M 0.03%
423,526
-1,337
491
$19.3M 0.03%
692,174
-655
492
$19.3M 0.03%
176,732
+11,768
493
$19.3M 0.03%
270,991
+9,565
494
$19.2M 0.03%
72,710
+8,057
495
$19.2M 0.03%
933,439
-143,977
496
$19.1M 0.03%
258,038
-10,677
497
$19.1M 0.03%
184,412
+11,344
498
$18.9M 0.03%
640,064
-81,147
499
$18.5M 0.03%
347,641
+105,276
500
$18.5M 0.03%
175,259
+5,058
18 19
20
21 22