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
1026
$4.94M 0.01%
205,003
+57,538
1027
$4.94M 0.01%
35,145
-1,908
1028
$4.93M 0.01%
68,109
+1,428
1029
$4.93M 0.01%
357,682
+11,887
1030
$4.93M 0.01%
187,352
+54,027
1031
$4.91M 0.01%
245,095
-21,445
1032
$4.9M 0.01%
125,406
+116,198
1033
$4.89M 0.01%
112,299
+28,220
1034
$4.88M 0.01%
43,345
+3,069
1035
$4.87M 0.01%
224,125
-9,845
1036
$4.86M 0.01%
75,495
+33,858
1037
$4.84M 0.01%
40,495
+11,850
1038
$4.83M 0.01%
198,239
-9,978
1039
$4.82M 0.01%
287,906
+15,748
1040
$4.81M 0.01%
126,125
+62,660
1041
$4.8M 0.01%
71,646
+1,127
1042
$4.8M 0.01%
127,878
+117,335
1043
$4.78M 0.01%
103,992
+3,420
1044
$4.78M 0.01%
80,165
+59,199
1045
$4.77M 0.01%
11,338
-1,885
1046
$4.74M 0.01%
80,617
+4,946
1047
$4.74M 0.01%
31,281
+3,814
1048
$4.74M 0.01%
31,366
+3,336
1049
$4.72M 0.01%
120,215
-29,200
1050
$4.7M 0.01%
171,788
+22,318
40 41
42
43 44