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
726
$9.72M 0.01%
181,656
+823
727
$9.71M 0.01%
152,236
+43,492
728
$9.71M 0.01%
94,837
+4,921
729
$9.7M 0.01%
174,808
+5,073
730
$9.68M 0.01%
208,532
+68,974
731
$9.65M 0.01%
124,684
+972
732
$9.63M 0.01%
157,000
+112,780
733
$9.62M 0.01%
109,035
+5,025
734
$9.61M 0.01%
182,669
+90,971
735
$9.59M 0.01%
158,330
+7,311
736
$9.58M 0.01%
116,041
-4,834
737
$9.47M 0.01%
88,339
-968
738
$9.46M 0.01%
653,190
+2,147
739
$9.44M 0.01%
215,009
-18,441
740
$9.34M 0.01%
543,967
+50,425
741
$9.33M 0.01%
210,898
-50,546
742
$9.26M 0.01%
5,456
+123
743
$9.25M 0.01%
101,549
+1,664
744
$9.24M 0.01%
325,717
+3,071
745
$9.24M 0.01%
63,951
-1,363
746
$9.22M 0.01%
119,222
-1,653
747
$9.19M 0.01%
146,784
+5,871
748
$9.11M 0.01%
49,844
-1,169
749
$9.1M 0.01%
497,271
-68,316
750
$9.1M 0.01%
115,953
+5,130
28 29
30
31 32