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
1076
$4.48M 0.01%
317,423
+98,464
1077
$4.48M 0.01%
53,610
-5,778
1078
$4.48M 0.01%
31,852
+105
1079
$4.47M 0.01%
178,644
-23,336
1080
$4.46M 0.01%
28,304
+1,407
1081
$4.46M 0.01%
44,284
-475
1082
$4.45M 0.01%
72,429
-8,645
1083
$4.43M 0.01%
100,335
-39,105
1084
$4.43M 0.01%
79,287
-16,320
1085
$4.43M 0.01%
35,210
-6,107
1086
$4.43M 0.01%
121,959
-7,280
1087
$4.42M 0.01%
241,995
+29,362
1088
$4.42M 0.01%
79,957
-5,943
1089
$4.42M 0.01%
17,062
-256
1090
$4.42M 0.01%
102,232
-2,573
1091
$4.42M 0.01%
64,807
-32,330
1092
$4.41M 0.01%
159,714
+128,739
1093
$4.41M 0.01%
49,562
-6,817
1094
$4.41M 0.01%
124,092
+79,568
1095
$4.38M 0.01%
28,962
-210
1096
$4.38M 0.01%
18,907
+99
1097
$4.37M 0.01%
72,155
+922
1098
$4.36M 0.01%
66,577
+4,110
1099
$4.36M 0.01%
+43,285
1100
$4.36M 0.01%
104,669
+2,061
42 43
44
45 46