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
1126
$4.08M 0.01%
233,798
-11,653
1127
$4.07M 0.01%
34,220
+122
1128
$4.06M 0.01%
123,930
+9,244
1129
$4.06M 0.01%
159,070
-1,052
1130
$4.05M 0.01%
259,221
+16,171
1131
$4.04M 0.01%
131,021
+2,413
1132
$4.03M 0.01%
80,836
+16,406
1133
$4.02M 0.01%
39,322
-412
1134
$4.01M 0.01%
6,430
+2,902
1135
$4.01M 0.01%
52,694
+13,056
1136
$4.01M 0.01%
18,101
+547
1137
$4.01M 0.01%
301,344
-2,014
1138
$4M 0.01%
224,841
-55,131
1139
$4M 0.01%
45,132
-13,330
1140
$4M 0.01%
69,435
-3,659
1141
$3.99M 0.01%
133,262
+20,882
1142
$3.99M 0.01%
70,185
+272
1143
$3.99M 0.01%
73,245
+3,225
1144
$3.98M 0.01%
46,488
-2,450
1145
$3.98M 0.01%
19,702
-1,119
1146
$3.98M 0.01%
97,249
+221
1147
$3.98M 0.01%
91,374
-1,160
1148
$3.98M 0.01%
42,909
+3,511
1149
$3.97M 0.01%
90,985
+6,115
1150
$3.97M 0.01%
40,756
+436
44 45
46
47 48