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
751
$9.07M 0.01%
86,908
-1,001
752
$9.04M 0.01%
51,131
+1,946
753
$9M 0.01%
157,002
-10,257
754
$9M 0.01%
313,942
+54,006
755
$8.97M 0.01%
83,914
+1,789
756
$8.94M 0.01%
118,368
+54,775
757
$8.93M 0.01%
357,956
+1,091
758
$8.91M 0.01%
376,452
+3,696
759
$8.9M 0.01%
411,600
+11,705
760
$8.89M 0.01%
91,050
+9,514
761
$8.83M 0.01%
347,447
-220,632
762
$8.82M 0.01%
13,220
+3,177
763
$8.77M 0.01%
18,100
+602
764
$8.76M 0.01%
208,076
+32,656
765
$8.67M 0.01%
339,742
-3,591
766
$8.62M 0.01%
79,183
+2,878
767
$8.61M 0.01%
88,006
-1,462
768
$8.6M 0.01%
63,857
+9,729
769
$8.59M 0.01%
57,783
+19,749
770
$8.56M 0.01%
94,435
+17,071
771
$8.55M 0.01%
117,799
-8,902
772
$8.55M 0.01%
152,437
+6,274
773
$8.53M 0.01%
113,208
+35,834
774
$8.53M 0.01%
258,526
+33,959
775
$8.52M 0.01%
155,346
+42,979
29 30
31
32 33