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
51
$305M 0.45%
2,014,656
+9,733
52
$304M 0.45%
2,810,966
-29,358
53
$302M 0.44%
1,463,769
+59,122
54
$302M 0.44%
1,422,009
+86,507
55
$292M 0.43%
2,702,726
+87,752
56
$291M 0.43%
5,379,528
+11,994
57
$288M 0.42%
2,398,449
+112,218
58
$286M 0.42%
6,738,187
+57,951
59
$284M 0.42%
1,185,037
+56,058
60
$283M 0.41%
3,427,010
+123,121
61
$278M 0.41%
1,775,399
+12,140
62
$276M 0.4%
1,022,326
-37,956
63
$272M 0.4%
1,304,813
+46,763
64
$260M 0.38%
1,325,531
+63,153
65
$249M 0.36%
715,596
+25,124
66
$242M 0.36%
4,549,809
+228,582
67
$240M 0.35%
4,940,360
+72,060
68
$236M 0.35%
1,294,318
+20,369
69
$236M 0.35%
2,999,284
+21,232
70
$235M 0.35%
784,898
-8,391
71
$235M 0.34%
4,409,889
+613,275
72
$234M 0.34%
652,562
+52,128
73
$225M 0.33%
5,028,385
+179,598
74
$222M 0.33%
919,298
+50,031
75
$221M 0.32%
3,776,376
+138,498
1 2
3
4 5