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
526
$17M 0.02%
519,292
+12,654
527
$17M 0.02%
512,966
+83,473
528
$16.9M 0.02%
154,166
+961
529
$16.9M 0.02%
247,954
-11,580
530
$16.8M 0.02%
203,909
+10,669
531
$16.7M 0.02%
42,358
+6,004
532
$16.7M 0.02%
384,830
+96,031
533
$16.7M 0.02%
270,915
+27,316
534
$16.6M 0.02%
389,428
-33,273
535
$16.5M 0.02%
28,906
-2,142
536
$16.4M 0.02%
641,119
+41,083
537
$16.4M 0.02%
444,377
+74,575
538
$16.3M 0.02%
355,193
+99,565
539
$16.3M 0.02%
123,501
+1,217
540
$16.2M 0.02%
205,119
-89,946
541
$16.2M 0.02%
336,425
+23,558
542
$16.1M 0.02%
54,993
-16,933
543
$16.1M 0.02%
264,824
+38,175
544
$16.1M 0.02%
156,071
+8,135
545
$16.1M 0.02%
40,736
+4,178
546
$16M 0.02%
1,076,203
-13,254
547
$15.9M 0.02%
101,340
+5,838
548
$15.8M 0.02%
355,848
+169,839
549
$15.8M 0.02%
1,012,688
+31,484
550
$15.7M 0.02%
283,109
+96,909
20 21
22
23 24