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
76
$220M 0.32%
1,330,950
+130,006
77
$216M 0.32%
3,277,993
+113,384
78
$216M 0.32%
1,626,857
+4,752
79
$215M 0.32%
789,066
-331
80
$215M 0.32%
1,119,001
+51,625
81
$208M 0.3%
3,534,569
-87,996
82
$199M 0.29%
1,684,752
+35,407
83
$198M 0.29%
367,881
+2,020
84
$198M 0.29%
317,408
+45,669
85
$195M 0.29%
1,339,669
+171,014
86
$194M 0.28%
1,300,239
+110,459
87
$189M 0.28%
438,830
+54,974
88
$181M 0.27%
853,310
+1,295
89
$180M 0.26%
2,919,817
-139,403
90
$180M 0.26%
1,037,663
+827
91
$179M 0.26%
1,474,265
+37,836
92
$176M 0.26%
2,920,956
+2,915,444
93
$174M 0.26%
795,402
+46,172
94
$173M 0.25%
2,904,403
+65,389
95
$170M 0.25%
2,786,760
+484,130
96
$167M 0.24%
8,171,160
-104,056
97
$164M 0.24%
716,491
+9,590
98
$163M 0.24%
2,047,542
+68,766
99
$163M 0.24%
2,988,908
+300,412
100
$163M 0.24%
561,474
+21,988
2 3
4
5 6