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
2501
$571K ﹤0.01%
+27,681
2502
$570K ﹤0.01%
6,590
-1,821
2503
$570K ﹤0.01%
15,605
+5
2504
$570K ﹤0.01%
29,737
+9,700
2505
$569K ﹤0.01%
6,639
+338
2506
$567K ﹤0.01%
3,580
+122
2507
$567K ﹤0.01%
8,471
+661
2508
$566K ﹤0.01%
22,378
-23,887
2509
$566K ﹤0.01%
8,935
+6,195
2510
$565K ﹤0.01%
12,727
+45
2511
$563K ﹤0.01%
25,208
-10,420
2512
$561K ﹤0.01%
13,298
-5,683
2513
$561K ﹤0.01%
11,062
-2,621
2514
$561K ﹤0.01%
19,729
+343
2515
$561K ﹤0.01%
10,303
-12,677
2516
$558K ﹤0.01%
17,033
-41,216
2517
$558K ﹤0.01%
115,914
+34,325
2518
$558K ﹤0.01%
21,899
+13,962
2519
$555K ﹤0.01%
13,252
-779
2520
$555K ﹤0.01%
7,623
2521
$555K ﹤0.01%
5,336
+3,306
2522
$552K ﹤0.01%
20,736
-351
2523
$552K ﹤0.01%
17,925
2524
$552K ﹤0.01%
113,572
-27,644
2525
$551K ﹤0.01%
8,371
+160
99 100
101
102 103