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
801
$8.19M 0.01%
142,617
+101,806
802
$8.1M 0.01%
409,003
+5,520
803
$8.08M 0.01%
110,347
+5,240
804
$8.08M 0.01%
486,575
-85,321
805
$8.07M 0.01%
65,112
+27,011
806
$8.06M 0.01%
78,684
+13,606
807
$8.03M 0.01%
73,270
+6,675
808
$8.03M 0.01%
92,222
+5,308
809
$8.02M 0.01%
149,321
-407
810
$7.98M 0.01%
140,557
-2,244
811
$7.94M 0.01%
128,737
+205
812
$7.9M 0.01%
206,358
-1,377
813
$7.89M 0.01%
24,693
-465
814
$7.89M 0.01%
158,127
-12,457
815
$7.87M 0.01%
177,752
-4,277
816
$7.81M 0.01%
126,232
+13,106
817
$7.81M 0.01%
276,332
-87,540
818
$7.8M 0.01%
45,013
-1,700
819
$7.79M 0.01%
88,532
-1,725
820
$7.73M 0.01%
154,149
-61,637
821
$7.73M 0.01%
27,551
+253
822
$7.68M 0.01%
153,200
+14,356
823
$7.68M 0.01%
88,068
-45,579
824
$7.67M 0.01%
71,148
+40,786
825
$7.64M 0.01%
26,440
+15,150
31 32
33
34 35