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
951
$5.66M 0.01%
44,584
+6,841
952
$5.64M 0.01%
70,595
+132
953
$5.63M 0.01%
119,486
+775
954
$5.63M 0.01%
43,389
-279
955
$5.6M 0.01%
81,476
+23,143
956
$5.6M 0.01%
106,700
+748
957
$5.6M 0.01%
116,533
+22,481
958
$5.59M 0.01%
40,379
-156
959
$5.59M 0.01%
174,455
+7,116
960
$5.58M 0.01%
68,832
-2,692
961
$5.56M 0.01%
39,758
-2,317
962
$5.56M 0.01%
166,498
-1,260
963
$5.55M 0.01%
103,592
+10,624
964
$5.55M 0.01%
92,433
+2,174
965
$5.54M 0.01%
100,415
+153
966
$5.53M 0.01%
36,257
-1,464
967
$5.52M 0.01%
132,393
+1,707
968
$5.52M 0.01%
111,995
-3,701
969
$5.5M 0.01%
22,682
+1,547
970
$5.5M 0.01%
88,716
+7,750
971
$5.48M 0.01%
70,557
+10,665
972
$5.46M 0.01%
66,891
+2,898
973
$5.46M 0.01%
37,097
+11,439
974
$5.45M 0.01%
82,338
+1,956
975
$5.45M 0.01%
61,720
+909
37 38
39
40 41