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
901
$6.33M 0.01%
134,777
-5,587
902
$6.27M 0.01%
85,244
+2,007
903
$6.25M 0.01%
425,686
+62,663
904
$6.25M 0.01%
126,036
-9,090
905
$6.24M 0.01%
331,920
-5,509
906
$6.23M 0.01%
101,963
-2,352
907
$6.21M 0.01%
286,999
+28,466
908
$6.18M 0.01%
305,933
-25,788
909
$6.15M 0.01%
48,002
-6,332
910
$6.14M 0.01%
352,142
+30,685
911
$6.12M 0.01%
254,641
-342,844
912
$6.1M 0.01%
102,186
-3,025
913
$6.09M 0.01%
40,053
-360
914
$6.08M 0.01%
241,997
+1,870
915
$6.06M 0.01%
184,179
+79,503
916
$6.01M 0.01%
313,112
+129,664
917
$6.01M 0.01%
38,664
+9,122
918
$6.01M 0.01%
106,682
+1,436
919
$6.01M 0.01%
23,679
+740
920
$6M 0.01%
157,696
-42,435
921
$5.99M 0.01%
223,901
+120,619
922
$5.98M 0.01%
125,321
-116,535
923
$5.96M 0.01%
16,791
-3,166
924
$5.96M 0.01%
76,038
+9,824
925
$5.93M 0.01%
129,180
+66,962
35 36
37
38 39