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
551
$15.7M 0.02%
67,544
-375
552
$15.7M 0.02%
1,043,337
+50,123
553
$15.5M 0.02%
302,371
-2,456
554
$15.5M 0.02%
24,839
+909
555
$15.5M 0.02%
104,319
+5,209
556
$15.5M 0.02%
246,774
+28,449
557
$15.5M 0.02%
349,332
+13,484
558
$15.4M 0.02%
103,421
+39,486
559
$15.4M 0.02%
436,928
+16,955
560
$15.4M 0.02%
203,844
+55,991
561
$15.4M 0.02%
661,873
+287,183
562
$15.4M 0.02%
337,074
-1,659
563
$15.3M 0.02%
109,617
+5,101
564
$15.3M 0.02%
180,063
-1,883
565
$15.2M 0.02%
35,339
+3,795
566
$15.2M 0.02%
223,625
-29,870
567
$15.1M 0.02%
128,129
-425
568
$15.1M 0.02%
50,823
+9,015
569
$15.1M 0.02%
130,549
+9,020
570
$15M 0.02%
679,870
+177,655
571
$15M 0.02%
207,033
+51,699
572
$15M 0.02%
63,030
+3,825
573
$14.9M 0.02%
621,465
+35,824
574
$14.9M 0.02%
223,081
+30,390
575
$14.8M 0.02%
126,206
-5,666
21 22
23
24 25