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
976
$5.44M 0.01%
+69,361
977
$5.43M 0.01%
119,850
+62,128
978
$5.42M 0.01%
90,559
+39,822
979
$5.4M 0.01%
95,696
-8,616
980
$5.4M 0.01%
211,443
+22,319
981
$5.39M 0.01%
184,564
+123
982
$5.38M 0.01%
55,999
+3,512
983
$5.37M 0.01%
139,100
+2,423
984
$5.36M 0.01%
165,258
+136,036
985
$5.36M 0.01%
44,351
+41,813
986
$5.35M 0.01%
140,741
-34,911
987
$5.35M 0.01%
65,194
-124
988
$5.34M 0.01%
515,978
+405,499
989
$5.33M 0.01%
212,948
+20,108
990
$5.32M 0.01%
71,126
+3,634
991
$5.3M 0.01%
53,156
+7,440
992
$5.3M 0.01%
47,711
+1,153
993
$5.29M 0.01%
176,406
+470
994
$5.27M 0.01%
30,821
+1,052
995
$5.26M 0.01%
95,013
+14,519
996
$5.25M 0.01%
46,966
-4,075
997
$5.25M 0.01%
104,272
-10,625
998
$5.22M 0.01%
101,551
-18,539
999
$5.22M 0.01%
199,326
+56,942
1000
$5.21M 0.01%
47,109
+10,407
38 39
40
41 42