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
1001
$5.21M 0.01%
233,409
-6,314
1002
$5.2M 0.01%
44,704
-5,988
1003
$5.2M 0.01%
+97,061
1004
$5.13M 0.01%
47,450
+34,701
1005
$5.13M 0.01%
681,462
-251,557
1006
$5.12M 0.01%
81,956
+17,473
1007
$5.09M 0.01%
372,095
-2,579
1008
$5.09M 0.01%
25,694
+3,835
1009
$5.07M 0.01%
200,354
-240,108
1010
$5.07M 0.01%
53,065
-53,020
1011
$5.06M 0.01%
30,098
+3,694
1012
$5.04M 0.01%
13,884
+540
1013
$5.02M 0.01%
81,750
-1,324
1014
$5M 0.01%
196,192
+95,116
1015
$5M 0.01%
358,451
+45,492
1016
$4.98M 0.01%
143,127
+104,181
1017
$4.98M 0.01%
37,247
-94
1018
$4.98M 0.01%
100,232
+7,566
1019
$4.97M 0.01%
95,861
+907
1020
$4.96M 0.01%
121,367
-12,006
1021
$4.96M 0.01%
204,727
-1,975
1022
$4.96M 0.01%
66,391
+7,803
1023
$4.96M 0.01%
166,768
+5,924
1024
$4.96M 0.01%
106,387
+54,755
1025
$4.95M 0.01%
182,505
+9,534
39 40
41
42 43