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
176
$82.3M 0.12%
418,159
+42,503
177
$81.9M 0.12%
799,938
+9,830
178
$81.7M 0.12%
243,885
+5,304
179
$80.7M 0.12%
984,100
+22,098
180
$80.4M 0.12%
895,169
-31,828
181
$80.3M 0.12%
2,139,956
+41,069
182
$79.7M 0.12%
211,773
-63
183
$79.4M 0.12%
474,195
+33,355
184
$78.9M 0.12%
1,277,934
+11,340
185
$78.4M 0.12%
967,738
+39,165
186
$78.2M 0.11%
593,390
+517,864
187
$78.1M 0.11%
98,830
+3,202
188
$77.9M 0.11%
609,896
+53,983
189
$77.4M 0.11%
401,027
-38,508
190
$75M 0.11%
282,916
+1,736
191
$74.4M 0.11%
384,957
-18,626
192
$74.3M 0.11%
2,575,965
+139,946
193
$74.1M 0.11%
381,727
+503
194
$73.4M 0.11%
98,472
+1,288
195
$72.7M 0.11%
1,244,315
-114,895
196
$72.3M 0.11%
1,334,190
+21,810
197
$71.3M 0.1%
1,738,395
+251,772
198
$68.4M 0.1%
2,636,896
+179,459
199
$68.4M 0.1%
764,219
+64,575
200
$67.2M 0.1%
527,524
+6,264
6 7
8
9 10