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
2476
$593K ﹤0.01%
22,626
+3,867
2477
$593K ﹤0.01%
21,250
+3,000
2478
$592K ﹤0.01%
15,822
+30
2479
$592K ﹤0.01%
+8,820
2480
$591K ﹤0.01%
15,107
+2,408
2481
$591K ﹤0.01%
14,493
-40,762
2482
$590K ﹤0.01%
11,752
2483
$590K ﹤0.01%
19,593
-704
2484
$586K ﹤0.01%
14,025
+67
2485
$586K ﹤0.01%
36,887
+1,023
2486
$585K ﹤0.01%
50,360
-11,195
2487
$585K ﹤0.01%
27,625
+3,400
2488
$585K ﹤0.01%
41,453
-7,683
2489
$583K ﹤0.01%
+27,638
2490
$581K ﹤0.01%
5,762
+100
2491
$578K ﹤0.01%
7,763
-43
2492
$577K ﹤0.01%
23,584
+1,053
2493
$577K ﹤0.01%
7,574
-37
2494
$576K ﹤0.01%
13,484
-621
2495
$575K ﹤0.01%
8,215
+5,066
2496
$574K ﹤0.01%
52,800
2497
$574K ﹤0.01%
16,468
2498
$573K ﹤0.01%
5,913
+645
2499
$573K ﹤0.01%
73,008
+8,491
2500
$572K ﹤0.01%
24,000
+7,015
98 99
100
101 102