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
776
$8.46M 0.01%
88,587
+133
777
$8.45M 0.01%
50,731
+531
778
$8.4M 0.01%
330,725
+25,395
779
$8.4M 0.01%
37,297
+1,076
780
$8.4M 0.01%
217,511
+62,986
781
$8.39M 0.01%
146,393
+92,942
782
$8.39M 0.01%
243,309
-2,527
783
$8.39M 0.01%
187,059
+22,284
784
$8.38M 0.01%
70,432
+9,573
785
$8.38M 0.01%
223,041
+44,326
786
$8.37M 0.01%
282,954
-403,785
787
$8.37M 0.01%
329,596
+104,318
788
$8.35M 0.01%
463,948
+6,387
789
$8.34M 0.01%
138,954
-9,798
790
$8.3M 0.01%
54,826
+11,215
791
$8.3M 0.01%
139,331
+236
792
$8.3M 0.01%
321,872
+20,956
793
$8.28M 0.01%
118,841
+1,100
794
$8.28M 0.01%
80,850
-351
795
$8.27M 0.01%
31,250
-307
796
$8.26M 0.01%
20,219
-4,229
797
$8.26M 0.01%
41,116
-43
798
$8.24M 0.01%
87,415
-7
799
$8.23M 0.01%
96,615
+15,019
800
$8.22M 0.01%
347,842
+44,897
30 31
32
33 34