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
1201
$3.61M 0.01%
124,389
-60,668
1202
$3.61M 0.01%
79,005
-363
1203
$3.59M 0.01%
52,738
-9,438
1204
$3.59M 0.01%
44,435
+1,640
1205
$3.58M 0.01%
24,606
-6,683
1206
$3.58M 0.01%
12,591
-138
1207
$3.58M 0.01%
29,857
-2,957
1208
$3.57M 0.01%
1,971
+107
1209
$3.57M 0.01%
93,236
+5,024
1210
$3.57M 0.01%
55,494
-1,586
1211
$3.55M 0.01%
+83,423
1212
$3.55M 0.01%
90,656
-1,656
1213
$3.55M 0.01%
81,548
+28,601
1214
$3.54M 0.01%
144,321
+43,603
1215
$3.54M 0.01%
12,467
+2,523
1216
$3.54M 0.01%
40,694
+1,145
1217
$3.52M 0.01%
881,558
-1,468,512
1218
$3.52M 0.01%
71,381
-3,387
1219
$3.52M 0.01%
185,508
+33,159
1220
$3.51M 0.01%
86,277
-416
1221
$3.5M 0.01%
68,208
-4,306
1222
$3.5M 0.01%
115,413
+5,194
1223
$3.5M 0.01%
17,064
+39
1224
$3.49M 0.01%
129,605
-388
1225
$3.47M 0.01%
585,450
+243,667
47 48
49
50 51