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
876
$6.85M 0.01%
74,186
-1,618
877
$6.82M 0.01%
191,461
+53,919
878
$6.8M 0.01%
112,837
+17,944
879
$6.76M 0.01%
94,364
-18,883
880
$6.75M 0.01%
189,033
+10,709
881
$6.7M 0.01%
145,841
+40,365
882
$6.7M 0.01%
432,189
-3,074
883
$6.67M 0.01%
55,044
+216
884
$6.64M 0.01%
1,386
+62
885
$6.63M 0.01%
80,538
+11,447
886
$6.62M 0.01%
126,019
-1,672
887
$6.59M 0.01%
180,158
+22,751
888
$6.59M 0.01%
253,590
-245
889
$6.55M 0.01%
218,784
+15,287
890
$6.5M 0.01%
83,597
-642
891
$6.5M 0.01%
158,451
-15,826
892
$6.47M 0.01%
190,364
+81,383
893
$6.45M 0.01%
120,815
-1,557
894
$6.44M 0.01%
80,046
-19,233
895
$6.44M 0.01%
15,966
-2,079
896
$6.42M 0.01%
24,081
+7,249
897
$6.38M 0.01%
104,645
+5,318
898
$6.36M 0.01%
88,963
+2,142
899
$6.36M 0.01%
88,291
+400
900
$6.34M 0.01%
89,150
-30
34 35
36
37 38