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
1176
$3.75M 0.01%
32,522
-17,575
1177
$3.75M 0.01%
437,783
+52,713
1178
$3.74M 0.01%
362,780
+8,293
1179
$3.74M 0.01%
169,591
+1,548
1180
$3.74M 0.01%
47,290
+313
1181
$3.74M 0.01%
55,536
+4,926
1182
$3.73M 0.01%
59,003
+1,471
1183
$3.73M 0.01%
149,322
-2,205
1184
$3.71M 0.01%
71,809
-14,496
1185
$3.71M 0.01%
73,247
+20,313
1186
$3.71M 0.01%
13,705
-22,385
1187
$3.7M 0.01%
94,959
+1,199
1188
$3.69M 0.01%
369,591
-139,148
1189
$3.69M 0.01%
123,790
-3,820
1190
$3.69M 0.01%
3,662
-149
1191
$3.68M 0.01%
28,321
+3,078
1192
$3.68M 0.01%
33,148
+524
1193
$3.67M 0.01%
70,667
-1,003
1194
$3.67M 0.01%
195,881
-7,985
1195
$3.66M 0.01%
138,158
+1,048
1196
$3.66M 0.01%
70,723
+6,596
1197
$3.65M 0.01%
24,188
-13
1198
$3.64M 0.01%
212,917
-3,353
1199
$3.62M 0.01%
76,609
+4,599
1200
$3.62M 0.01%
+88,053
46 47
48
49 50