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
151
$102M 0.15%
732,524
-45,012
152
$101M 0.15%
697,671
+2,800
153
$99.5M 0.15%
518,108
+30,018
154
$98.5M 0.14%
1,351,868
+61,566
155
$98.1M 0.14%
1,321,841
+7,717
156
$97.2M 0.14%
2,025,562
+84,398
157
$96.8M 0.14%
831,799
-76,735
158
$96.4M 0.14%
363,045
+12,447
159
$96M 0.14%
1,812,088
-44,648
160
$94.5M 0.14%
3,691,826
+1,756,900
161
$94.1M 0.14%
430,067
+4,245
162
$93.5M 0.14%
334,228
+12,589
163
$92.5M 0.14%
552,226
+95,821
164
$92.2M 0.14%
414,999
+69,078
165
$92.1M 0.14%
796,708
-2,564
166
$92M 0.13%
543,443
+12,006
167
$90.7M 0.13%
383,723
+1,505
168
$88.7M 0.13%
1,911,197
+13,164
169
$88.6M 0.13%
345,998
+26,007
170
$86.2M 0.13%
302,359
+38,860
171
$84M 0.12%
502,304
+5,079
172
$84M 0.12%
341,610
+72,426
173
$83.9M 0.12%
1,189,527
+55,238
174
$83.8M 0.12%
2,957,030
-2,246,544
175
$83.5M 0.12%
726,783
+17,598
5 6
7
8 9