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
651
$11.9M 0.02%
99,536
-2,530
652
$11.9M 0.02%
42,491
+407
653
$11.9M 0.02%
145,071
-2,966
654
$11.9M 0.02%
720,189
+11,195
655
$11.9M 0.02%
149,200
+1,275
656
$11.9M 0.02%
351,073
-38,311
657
$11.9M 0.02%
155,496
+6,913
658
$11.9M 0.02%
656,887
-86,027
659
$11.8M 0.02%
110,261
-10,603
660
$11.8M 0.02%
54,055
-9,031
661
$11.8M 0.02%
91,876
+1,358
662
$11.8M 0.02%
177,560
+4,611
663
$11.8M 0.02%
120,840
+998
664
$11.7M 0.02%
128,194
-29,050
665
$11.7M 0.02%
98,313
-413
666
$11.6M 0.02%
185,301
+6,495
667
$11.6M 0.02%
129,620
+736
668
$11.6M 0.02%
44,259
+5,823
669
$11.5M 0.02%
24,784
-7,791
670
$11.5M 0.02%
90,582
-11,698
671
$11.5M 0.02%
428,693
-16,564
672
$11.4M 0.02%
86,722
-747
673
$11.4M 0.02%
410,078
+78,108
674
$11.4M 0.02%
211,963
+61
675
$11.4M 0.02%
111,332
+14,700
25 26
27
28 29