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
1951
$1.19M ﹤0.01%
40,199
+6,826
1952
$1.19M ﹤0.01%
82,236
-647
1953
$1.19M ﹤0.01%
+21,632
1954
$1.19M ﹤0.01%
9,057
+773
1955
$1.18M ﹤0.01%
137,385
-18,164
1956
$1.18M ﹤0.01%
11,749
+3,949
1957
$1.18M ﹤0.01%
78,759
+500
1958
$1.18M ﹤0.01%
6,380
+3
1959
$1.18M ﹤0.01%
34,000
1960
$1.18M ﹤0.01%
5,043
+189
1961
$1.18M ﹤0.01%
15,841
+841
1962
$1.18M ﹤0.01%
+37,191
1963
$1.17M ﹤0.01%
31,526
+6,223
1964
$1.17M ﹤0.01%
31,575
+550
1965
$1.17M ﹤0.01%
10,079
+1,156
1966
$1.17M ﹤0.01%
41,333
-5,481
1967
$1.17M ﹤0.01%
24,381
-513
1968
$1.17M ﹤0.01%
8,312
+5
1969
$1.17M ﹤0.01%
73,085
-3,764
1970
$1.16M ﹤0.01%
42,737
+4,443
1971
$1.16M ﹤0.01%
14,484
+797
1972
$1.16M ﹤0.01%
102,126
+20,587
1973
$1.16M ﹤0.01%
21,547
+2,164
1974
$1.16M ﹤0.01%
40,341
+3,281
1975
$1.16M ﹤0.01%
29,265
77 78
79
80 81