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
126
$121M 0.18%
1,547,222
-30,319
127
$121M 0.18%
1,727,048
+3,398
128
$120M 0.18%
501,353
+3,977
129
$118M 0.17%
3,534,757
+106,055
130
$117M 0.17%
1,045,802
+264,196
131
$117M 0.17%
1,373,166
-18,394
132
$116M 0.17%
1,194,909
-45,501
133
$115M 0.17%
2,926,046
-26,689
134
$115M 0.17%
1,329,621
-4,860
135
$114M 0.17%
862,421
-50,325
136
$114M 0.17%
764,889
+65,221
137
$113M 0.17%
734,856
+28,599
138
$110M 0.16%
1,370,713
+70,961
139
$109M 0.16%
2,802,868
+86,616
140
$109M 0.16%
420,966
-4,011
141
$109M 0.16%
448,954
+10,214
142
$108M 0.16%
492,627
-56,536
143
$108M 0.16%
1,043,590
-2,414
144
$107M 0.16%
252,549
-6,762
145
$107M 0.16%
463,229
-10,862
146
$106M 0.16%
2,664,608
+34,574
147
$105M 0.15%
396,412
+45,206
148
$104M 0.15%
989,004
-12,863
149
$104M 0.15%
764,920
+18,420
150
$103M 0.15%
800,614
+46,582
4 5
6
7 8