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
826
$7.63M 0.01%
71,376
+9,798
827
$7.62M 0.01%
252,844
+170,867
828
$7.54M 0.01%
154,031
-8,739
829
$7.53M 0.01%
223,465
-16,982
830
$7.52M 0.01%
256,195
+35,948
831
$7.5M 0.01%
117,061
-96,440
832
$7.49M 0.01%
107,240
-38,311
833
$7.46M 0.01%
150,504
+42,670
834
$7.45M 0.01%
154,469
-37,538
835
$7.45M 0.01%
38,960
-2,203
836
$7.44M 0.01%
294,006
+12,343
837
$7.44M 0.01%
77,767
+1,759
838
$7.41M 0.01%
157,833
+34,392
839
$7.4M 0.01%
224,010
-790
840
$7.4M 0.01%
83,070
-1,429
841
$7.39M 0.01%
140,435
+22,406
842
$7.37M 0.01%
124,070
-8,877
843
$7.36M 0.01%
47,852
-1,260
844
$7.33M 0.01%
58,672
-4,466
845
$7.33M 0.01%
254,098
+61,775
846
$7.31M 0.01%
335,893
-55,333
847
$7.29M 0.01%
144,686
-1,453
848
$7.28M 0.01%
101,426
+8,896
849
$7.25M 0.01%
98,240
+29,061
850
$7.25M 0.01%
78,719
-683
32 33
34
35 36