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
1226
$3.47M 0.01%
103,281
-3,479
1227
$3.46M 0.01%
67,068
+3,109
1228
$3.46M 0.01%
72,605
+11,500
1229
$3.46M 0.01%
74,212
-1,562
1230
$3.46M 0.01%
39,624
+13,921
1231
$3.45M 0.01%
104,693
+24,503
1232
$3.44M 0.01%
20,061
+5,819
1233
$3.43M 0.01%
200,311
-3,282
1234
$3.43M 0.01%
100,320
+281
1235
$3.42M 0.01%
48,465
-94
1236
$3.41M 0.01%
114,305
+1,880
1237
$3.41M 0.01%
62,320
+3,124
1238
$3.41M 0.01%
48,098
+27,930
1239
$3.41M 0.01%
35,471
+4,079
1240
$3.4M 0.01%
191,611
-9,604
1241
$3.39M 0.01%
54,667
-4,511
1242
$3.38M 0.01%
32,397
-680
1243
$3.38M 0.01%
81,177
+1,403
1244
$3.37M ﹤0.01%
112,831
-1,679
1245
$3.37M ﹤0.01%
54,113
-9,685
1246
$3.35M ﹤0.01%
17,556
+1,559
1247
$3.35M ﹤0.01%
49,775
+3,420
1248
$3.35M ﹤0.01%
51,597
+4,230
1249
$3.34M ﹤0.01%
149,838
-66,365
1250
$3.33M ﹤0.01%
45,528
+3,821
48 49
50
51 52