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
851
$7.25M 0.01%
48,956
+3,086
852
$7.24M 0.01%
151,192
-50,030
853
$7.23M 0.01%
296,353
+5,263
854
$7.22M 0.01%
359,948
+37,059
855
$7.21M 0.01%
173,709
+1,841
856
$7.21M 0.01%
292,197
+11,403
857
$7.2M 0.01%
87,649
+616
858
$7.2M 0.01%
42,838
+6,138
859
$7.17M 0.01%
46,839
+7,021
860
$7.15M 0.01%
67,691
+26,226
861
$7.12M 0.01%
23,439
-7,262
862
$7.09M 0.01%
413,416
-51,419
863
$7.09M 0.01%
65,393
-1,225
864
$7.07M 0.01%
194,532
+6,539
865
$7.05M 0.01%
70,651
+993
866
$7.04M 0.01%
35,436
+2,026
867
$7.04M 0.01%
150,646
+29,205
868
$7.01M 0.01%
84,773
+14,923
869
$7M 0.01%
96,906
+50,231
870
$6.97M 0.01%
143,371
-1,606
871
$6.93M 0.01%
598,135
+9,197
872
$6.93M 0.01%
85,255
-665
873
$6.92M 0.01%
57,822
+37,913
874
$6.88M 0.01%
140,727
+11,293
875
$6.86M 0.01%
41,273
-2,385
33 34
35
36 37