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
101
$163M 0.24%
1,860,057
+84,206
102
$162M 0.24%
1,219,210
-75,961
103
$159M 0.23%
1,945,490
+146,529
104
$159M 0.23%
1,829,578
+39,726
105
$158M 0.23%
3,155,248
-192,735
106
$156M 0.23%
923,496
+25,106
107
$156M 0.23%
1,240,400
+26,019
108
$155M 0.23%
2,279,739
-9,903
109
$152M 0.22%
1,599,264
-4,532
110
$148M 0.22%
1,351,262
+119,124
111
$139M 0.2%
166,280
+2,603
112
$138M 0.2%
682,428
+8,847
113
$138M 0.2%
2,627,200
+252,185
114
$137M 0.2%
3,788,287
+322,285
115
$137M 0.2%
1,053,245
+20,596
116
$136M 0.2%
2,435,761
-569,373
117
$134M 0.2%
333,617
-1,214
118
$133M 0.2%
1,403,688
+10,841
119
$133M 0.19%
1,502,405
+115,987
120
$131M 0.19%
757,212
+45,717
121
$128M 0.19%
2,156,875
-88,868
122
$127M 0.19%
941,137
-8,142
123
$126M 0.18%
531,138
+28,646
124
$125M 0.18%
761,196
+6,116
125
$125M 0.18%
375,951
+12,741
3 4
5
6 7