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
1926
$1.22M ﹤0.01%
110,985
+1,253
1927
$1.22M ﹤0.01%
5,445
-308
1928
$1.22M ﹤0.01%
60,090
+6,518
1929
$1.22M ﹤0.01%
28,069
-564
1930
$1.22M ﹤0.01%
76,995
+239
1931
$1.22M ﹤0.01%
7,884
+2,731
1932
$1.22M ﹤0.01%
15,656
+342
1933
$1.22M ﹤0.01%
44,187
-66,552
1934
$1.22M ﹤0.01%
63,230
-11,166
1935
$1.22M ﹤0.01%
11,776
-1,712
1936
$1.22M ﹤0.01%
25,495
+2,182
1937
$1.21M ﹤0.01%
28,976
-4,599
1938
$1.21M ﹤0.01%
25,554
+882
1939
$1.21M ﹤0.01%
48,872
+1,112
1940
$1.21M ﹤0.01%
40,740
-8,225
1941
$1.2M ﹤0.01%
19,804
-44,452
1942
$1.2M ﹤0.01%
31,327
+1,009
1943
$1.2M ﹤0.01%
47,830
-2,398
1944
$1.2M ﹤0.01%
15,460
-3,094
1945
$1.2M ﹤0.01%
4,686
+446
1946
$1.2M ﹤0.01%
+47,299
1947
$1.2M ﹤0.01%
46,764
-192
1948
$1.2M ﹤0.01%
24,591
+5,187
1949
$1.19M ﹤0.01%
7,489
+962
1950
$1.19M ﹤0.01%
39,966
-438
76 77
78
79 80