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
201
$66.8M 0.1%
656,035
+27,065
202
$66.1M 0.1%
1,254,617
+23,220
203
$65.6M 0.1%
175,930
+2,165
204
$65.3M 0.1%
640,734
-26,030
205
$64.5M 0.09%
825,069
+837
206
$64.5M 0.09%
125,069
+4,041
207
$63.6M 0.09%
2,033,512
+143,608
208
$63.3M 0.09%
1,279,873
+1,227
209
$62.3M 0.09%
2,880,014
-69,344
210
$62M 0.09%
1,383,701
+148,461
211
$62M 0.09%
828,095
-32,025
212
$61.5M 0.09%
1,417,828
+39,074
213
$61.4M 0.09%
192,535
+3,173
214
$61M 0.09%
311,896
+3,366
215
$61M 0.09%
409,386
+96,687
216
$60.8M 0.09%
36,216
+677
217
$60.5M 0.09%
614,749
+126,508
218
$60.5M 0.09%
945,432
-21,643
219
$60M 0.09%
701,859
-7,989
220
$59.7M 0.09%
363,991
+12,746
221
$59.5M 0.09%
780,968
+17,764
222
$59.3M 0.09%
433,688
+4,680
223
$59.3M 0.09%
1,107,969
+17,742
224
$58.8M 0.09%
281,455
+30,824
225
$58.7M 0.09%
947,077
+98,398
7 8
9
10 11