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
1051
$4.68M 0.01%
112,139
-17,817
1052
$4.68M 0.01%
43,345
-383
1053
$4.66M 0.01%
264,249
+3,280
1054
$4.65M 0.01%
287,435
+442
1055
$4.65M 0.01%
39,403
-1,040
1056
$4.64M 0.01%
76,300
+2,564
1057
$4.6M 0.01%
59,288
+5,800
1058
$4.59M 0.01%
345,563
+35,205
1059
$4.59M 0.01%
27,041
+336
1060
$4.58M 0.01%
51,719
-3,274
1061
$4.58M 0.01%
93,058
+27,322
1062
$4.58M 0.01%
22,950
-255
1063
$4.57M 0.01%
68,148
-6,846
1064
$4.54M 0.01%
25,106
-81
1065
$4.53M 0.01%
412,189
+26,757
1066
$4.53M 0.01%
71,869
-9,882
1067
$4.53M 0.01%
46,810
+18,081
1068
$4.52M 0.01%
62,480
+4,204
1069
$4.51M 0.01%
109,641
-21,930
1070
$4.51M 0.01%
47,649
+12,196
1071
$4.51M 0.01%
104,473
+50,316
1072
$4.51M 0.01%
32,797
+6,111
1073
$4.5M 0.01%
92,768
+11,420
1074
$4.5M 0.01%
80,412
-645
1075
$4.5M 0.01%
60,040
+2,490
41 42
43
44 45