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
701
$10.5M 0.02%
149,770
-5,451
702
$10.5M 0.02%
393,681
+107,816
703
$10.4M 0.02%
128,196
+12,763
704
$10.3M 0.02%
102,653
+14,801
705
$10.3M 0.02%
134,612
+57,109
706
$10.3M 0.02%
320,950
+9,812
707
$10.2M 0.02%
240,409
-10,904
708
$10.2M 0.02%
271,241
+9,802
709
$10.2M 0.01%
198,743
+57,820
710
$10.1M 0.01%
177,738
+51,245
711
$10.1M 0.01%
63,960
+19,402
712
$10.1M 0.01%
114,342
+7,927
713
$10.1M 0.01%
14,896
+5,682
714
$9.98M 0.01%
137,520
+20,310
715
$9.98M 0.01%
352,915
-49,210
716
$9.96M 0.01%
91,051
-2,599
717
$9.94M 0.01%
401,490
+127,608
718
$9.9M 0.01%
66,569
-71,411
719
$9.9M 0.01%
87,465
+4,460
720
$9.87M 0.01%
459,360
+22,944
721
$9.83M 0.01%
176,962
-7,739
722
$9.78M 0.01%
87,045
+5,383
723
$9.77M 0.01%
203,184
-2,540
724
$9.77M 0.01%
175,524
-36,072
725
$9.75M 0.01%
492,383
+142,034
27 28
29
30 31