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
626
$12.7M 0.02%
170,827
+72,172
627
$12.6M 0.02%
376,219
-1,466
628
$12.6M 0.02%
252,687
+4,535
629
$12.5M 0.02%
201,001
+2,685
630
$12.5M 0.02%
465,813
+12,267
631
$12.5M 0.02%
119,420
-40,999
632
$12.5M 0.02%
472,223
+395,525
633
$12.4M 0.02%
112,323
+16,376
634
$12.3M 0.02%
71,320
-3,805
635
$12.3M 0.02%
352,541
+9,873
636
$12.3M 0.02%
293,036
+52,519
637
$12.3M 0.02%
91,040
+11,768
638
$12.3M 0.02%
556,993
+91,092
639
$12.3M 0.02%
374,142
-180,323
640
$12.2M 0.02%
294,820
+8,221
641
$12.2M 0.02%
209,967
-6,622
642
$12.2M 0.02%
78,454
-1,719
643
$12.2M 0.02%
98,411
+5,800
644
$12.1M 0.02%
57,090
+3,736
645
$12.1M 0.02%
651,929
+43,654
646
$12.1M 0.02%
26,304
+180
647
$12M 0.02%
97,259
+33,829
648
$12M 0.02%
126,644
-4,362
649
$11.9M 0.02%
106,433
-10,623
650
$11.9M 0.02%
30,030
+1,455
24 25
26
27 28