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
1151
$3.96M 0.01%
35,422
+13,004
1152
$3.91M 0.01%
67,258
-152,847
1153
$3.88M 0.01%
29,787
+3,302
1154
$3.87M 0.01%
50,400
-55
1155
$3.86M 0.01%
43,301
-33,395
1156
$3.86M 0.01%
43,775
-626
1157
$3.85M 0.01%
218,051
+69,557
1158
$3.85M 0.01%
91,084
+1,581
1159
$3.85M 0.01%
15,084
-9,011
1160
$3.84M 0.01%
103,805
+907
1161
$3.84M 0.01%
33,810
+2,666
1162
$3.84M 0.01%
80,117
-3,386
1163
$3.83M 0.01%
57,154
-2,548
1164
$3.83M 0.01%
28,677
-1,961
1165
$3.82M 0.01%
38,050
-20,996
1166
$3.81M 0.01%
16,463
-94
1167
$3.8M 0.01%
575,983
-38,457
1168
$3.8M 0.01%
72,289
-11,831
1169
$3.79M 0.01%
43,688
-27,694
1170
$3.79M 0.01%
131,460
-3,970
1171
$3.78M 0.01%
123,961
-36,281
1172
$3.76M 0.01%
32,804
+3,009
1173
$3.76M 0.01%
77,405
+11,881
1174
$3.76M 0.01%
263,941
-1,396
1175
$3.75M 0.01%
38,074
+534
45 46
47
48 49