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
576
$14.8M 0.02%
104,060
+2,675
577
$14.8M 0.02%
73,911
+13,588
578
$14.7M 0.02%
345,044
-279,404
579
$14.7M 0.02%
71,865
-226
580
$14.7M 0.02%
198,536
-73,160
581
$14.7M 0.02%
305,705
-28,478
582
$14.6M 0.02%
479,541
+15,910
583
$14.5M 0.02%
317,763
+68,019
584
$14.5M 0.02%
172,879
+16,105
585
$14.5M 0.02%
128,168
-3,261
586
$14.5M 0.02%
237,416
+7,925
587
$14.4M 0.02%
182,389
-446
588
$14.4M 0.02%
283,240
+37,077
589
$14.3M 0.02%
173,602
-7,902
590
$14.3M 0.02%
426,704
-7,020
591
$14.2M 0.02%
276,296
+8,710
592
$14.2M 0.02%
1,027,045
+29,105
593
$14.1M 0.02%
48,085
+1,741
594
$14.1M 0.02%
134,226
+31,639
595
$14.1M 0.02%
70,461
+12,505
596
$14.1M 0.02%
118,680
+48,648
597
$14.1M 0.02%
252,675
-22,166
598
$14.1M 0.02%
42,518
+201
599
$13.9M 0.02%
490,884
+155,209
600
$13.9M 0.02%
61,149
+15,244
22 23
24
25 26