Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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 11.19%
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
1
$2.02B 2.97%
7,178,320
+41,517
2
$1.96B 2.87%
13,817,061
-139,938
3
$1.2B 1.76%
7,304,340
+281,480
4
$988M 1.45%
2,302,809
-16,867
5
$819M 1.2%
6,124,260
-723,620
6
$767M 1.12%
3,443,804
+28,382
7
$766M 1.12%
2,333,365
+45,914
8
$743M 1.09%
1,901,732
+46,067
9
$695M 1.02%
4,243,058
+33,822
10
$633M 0.93%
1,408,051
+26,984
11
$625M 0.92%
8,412,096
+384,737
12
$557M 0.82%
3,447,948
+104,421
13
$550M 0.81%
3,653,909
+138,441
14
$536M 0.79%
2,059,648
+59,163
15
$535M 0.78%
1,576,932
+37,775
16
$528M 0.77%
7,032,572
+517,016
17
$528M 0.77%
3,122,330
+31,889
18
$525M 0.77%
1,331,475
-182,008
19
$518M 0.76%
4,515,023
+1,282,678
20
$505M 0.74%
24,370,880
+437,080
21
$505M 0.74%
11,731,895
+431,206
22
$501M 0.73%
1,565,684
+27,587
23
$492M 0.72%
3,521,390
+143,806
24
$471M 0.69%
3,532,020
-25,600
25
$468M 0.69%
5,678,095
-190,535
1
2 3 4 5