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
2026
$1.09M ﹤0.01%
37,000
2027
$1.09M ﹤0.01%
23,319
+14,011
2028
$1.09M ﹤0.01%
29,800
+1,125
2029
$1.08M ﹤0.01%
19,709
-10,008
2030
$1.08M ﹤0.01%
18,446
+3,990
2031
$1.08M ﹤0.01%
2,128
+87
2032
$1.08M ﹤0.01%
25,710
+11,736
2033
$1.08M ﹤0.01%
98,599
-8,930
2034
$1.08M ﹤0.01%
7,540
+2,946
2035
$1.08M ﹤0.01%
30,248
+7,116
2036
$1.08M ﹤0.01%
9,288
-300
2037
$1.08M ﹤0.01%
53,044
+41,420
2038
$1.08M ﹤0.01%
287,641
+31,405
2039
$1.08M ﹤0.01%
42,496
+260
2040
$1.08M ﹤0.01%
+40,031
2041
$1.08M ﹤0.01%
24,532
+619
2042
$1.07M ﹤0.01%
120,829
-136
2043
$1.07M ﹤0.01%
89,127
2044
$1.07M ﹤0.01%
8,940
+1,384
2045
$1.07M ﹤0.01%
72,925
-21,387
2046
$1.07M ﹤0.01%
59,208
2047
$1.07M ﹤0.01%
16,101
-845
2048
$1.07M ﹤0.01%
15,788
-739
2049
$1.07M ﹤0.01%
53,238
-23,609
2050
$1.07M ﹤0.01%
48,816
+5,726
80 81
82
83 84