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
601
$13.9M 0.02%
184,523
-6,793
602
$13.9M 0.02%
434,311
+30,996
603
$13.7M 0.02%
280,582
+26,693
604
$13.7M 0.02%
307,580
+8,063
605
$13.6M 0.02%
108,225
+7,703
606
$13.6M 0.02%
85,893
+1,390
607
$13.5M 0.02%
77,076
-3,918
608
$13.5M 0.02%
113,013
+44,705
609
$13.4M 0.02%
155,708
-2,867
610
$13.4M 0.02%
47,245
-2,690
611
$13.4M 0.02%
50,669
-2,067
612
$13.3M 0.02%
76,275
+1,007
613
$13.3M 0.02%
487,575
+6,149
614
$13.3M 0.02%
219,208
+12,969
615
$13.3M 0.02%
874,295
-26,638
616
$13.2M 0.02%
135,493
+9,519
617
$13.2M 0.02%
1,062,476
-347,773
618
$13M 0.02%
1,325,610
-55,367
619
$12.9M 0.02%
361,185
+36,733
620
$12.9M 0.02%
186,276
-3,914
621
$12.9M 0.02%
+460,028
622
$12.9M 0.02%
227,226
+119,964
623
$12.8M 0.02%
510,584
-35,122
624
$12.8M 0.02%
217,688
+796
625
$12.8M 0.02%
48,629
+6,294
23 24
25
26 27