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
926
$5.9M 0.01%
127,433
+11,692
927
$5.9M 0.01%
59,628
-15,735
928
$5.89M 0.01%
218,420
+20,806
929
$5.89M 0.01%
178,929
+26,583
930
$5.88M 0.01%
365,599
+68,762
931
$5.88M 0.01%
230,172
+2,580
932
$5.88M 0.01%
115,383
-47,938
933
$5.85M 0.01%
+172,819
934
$5.84M 0.01%
81,012
-1,431
935
$5.83M 0.01%
32,843
-283
936
$5.82M 0.01%
206,731
+29,276
937
$5.8M 0.01%
104,963
+2,181
938
$5.8M 0.01%
65,910
+2,231
939
$5.8M 0.01%
92,800
-569
940
$5.76M 0.01%
27,090
+5
941
$5.75M 0.01%
193,819
+42,873
942
$5.75M 0.01%
267,949
-3,421
943
$5.74M 0.01%
35,586
-1,276
944
$5.73M 0.01%
419,220
-3,000
945
$5.72M 0.01%
530,662
+10,004
946
$5.71M 0.01%
535,165
-3,573
947
$5.7M 0.01%
101,209
-2,094
948
$5.69M 0.01%
92,986
+22,075
949
$5.67M 0.01%
142,150
+5,587
950
$5.66M 0.01%
279,005
+49,837
36 37
38
39 40