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
501
$18.5M 0.03%
365,332
+25,442
502
$18.4M 0.03%
661,406
+22,835
503
$18.3M 0.03%
295,747
+14,505
504
$18.1M 0.03%
579,431
+67
505
$18.1M 0.03%
183,800
-35,665
506
$18.1M 0.03%
86,456
-5,046
507
$18M 0.03%
13,075
+139
508
$18M 0.03%
198,832
+301
509
$17.9M 0.03%
178,055
-59,607
510
$17.9M 0.03%
105,790
+2,534
511
$17.9M 0.03%
159,427
-3,833
512
$17.7M 0.03%
277,183
-46,817
513
$17.7M 0.03%
102,443
-1,044
514
$17.7M 0.03%
274,386
+7,980
515
$17.6M 0.03%
98,124
+14,985
516
$17.6M 0.03%
222,487
+41,843
517
$17.5M 0.03%
793,050
+7,740
518
$17.5M 0.03%
123,810
+2,445
519
$17.3M 0.03%
137,435
+2,045
520
$17.3M 0.03%
155,069
+620
521
$17.2M 0.03%
134,450
-44,708
522
$17.1M 0.03%
241,174
+4,763
523
$17.1M 0.03%
154,917
+15,341
524
$17M 0.03%
339,431
-36,124
525
$17M 0.03%
275,118
-2,379
19 20
21
22 23