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
1976
$1.16M ﹤0.01%
23,755
-1,186
1977
$1.16M ﹤0.01%
24,851
+783
1978
$1.16M ﹤0.01%
23,860
+282
1979
$1.16M ﹤0.01%
60,283
+5,245
1980
$1.16M ﹤0.01%
45,821
+9,215
1981
$1.15M ﹤0.01%
37,523
+1,008
1982
$1.15M ﹤0.01%
22,842
1983
$1.15M ﹤0.01%
54,480
+9,875
1984
$1.15M ﹤0.01%
48,985
1985
$1.15M ﹤0.01%
14,713
+656
1986
$1.15M ﹤0.01%
96,682
-3,543
1987
$1.14M ﹤0.01%
105,360
-39,011
1988
$1.14M ﹤0.01%
24,262
+11,234
1989
$1.14M ﹤0.01%
40,504
+554
1990
$1.14M ﹤0.01%
84,061
+83
1991
$1.14M ﹤0.01%
19,188
+609
1992
$1.13M ﹤0.01%
35,768
-2,591
1993
$1.13M ﹤0.01%
3,994
+199
1994
$1.13M ﹤0.01%
16,949
+1,002
1995
$1.13M ﹤0.01%
67,556
-2,962
1996
$1.13M ﹤0.01%
38,028
+200
1997
$1.13M ﹤0.01%
5,520
-411
1998
$1.13M ﹤0.01%
23,763
+702
1999
$1.13M ﹤0.01%
99,809
-645
2000
$1.12M ﹤0.01%
45,823
+37,097
78 79
80
81 82