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
2551
$517K ﹤0.01%
6,819
-38,023
2552
$515K ﹤0.01%
+20,650
2553
$515K ﹤0.01%
9,811
+40
2554
$515K ﹤0.01%
53,914
+33,866
2555
$514K ﹤0.01%
20,053
+1,118
2556
$514K ﹤0.01%
7,201
-306
2557
$513K ﹤0.01%
+80,100
2558
$513K ﹤0.01%
10,604
+3,830
2559
$513K ﹤0.01%
3,709
-2,746
2560
$512K ﹤0.01%
10,237
+6,127
2561
$511K ﹤0.01%
1,998
+101
2562
$508K ﹤0.01%
30,522
+2,118
2563
$508K ﹤0.01%
83,873
-14,178
2564
$508K ﹤0.01%
45,325
2565
$508K ﹤0.01%
85,305
+305
2566
$507K ﹤0.01%
36,979
+517
2567
$503K ﹤0.01%
12,921
-3,368
2568
$503K ﹤0.01%
69,061
+2,403
2569
$502K ﹤0.01%
2,980
+67
2570
$502K ﹤0.01%
33,932
-530
2571
$502K ﹤0.01%
5,308
2572
$501K ﹤0.01%
13,946
-2,759
2573
$501K ﹤0.01%
4,870
+29
2574
$500K ﹤0.01%
20,002
-12,000
2575
$499K ﹤0.01%
2,447
+3
101 102
103
104 105