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
1101
$4.34M 0.01%
311,466
+16,379
1102
$4.33M 0.01%
10,532
+153
1103
$4.32M 0.01%
53,841
-254
1104
$4.31M 0.01%
72,318
+7,042
1105
$4.31M 0.01%
18,531
+2,059
1106
$4.31M 0.01%
138,419
+58,061
1107
$4.3M 0.01%
103,823
1108
$4.29M 0.01%
173,914
+28,682
1109
$4.29M 0.01%
173,384
-749
1110
$4.29M 0.01%
5,744
-522
1111
$4.27M 0.01%
66,329
-19,850
1112
$4.27M 0.01%
40,359
-2,797
1113
$4.26M 0.01%
62,016
+12,736
1114
$4.25M 0.01%
191,341
-2,681
1115
$4.24M 0.01%
60,210
+52,359
1116
$4.24M 0.01%
47,406
-110
1117
$4.21M 0.01%
165,631
+9,348
1118
$4.2M 0.01%
62,004
-803
1119
$4.19M 0.01%
28,123
+12
1120
$4.19M 0.01%
63,429
+15,668
1121
$4.19M 0.01%
21,731
-1,164
1122
$4.16M 0.01%
27,903
+2,952
1123
$4.16M 0.01%
90,219
+6,499
1124
$4.13M 0.01%
140,517
+31,899
1125
$4.11M 0.01%
42,846
-72
43 44
45
46 47