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
2576
$498K ﹤0.01%
87,922
+3,607
2577
$496K ﹤0.01%
5,942
+261
2578
$496K ﹤0.01%
46,443
+978
2579
$495K ﹤0.01%
+13,304
2580
$494K ﹤0.01%
27,419
+10,228
2581
$494K ﹤0.01%
4,607
+986
2582
$494K ﹤0.01%
16,790
-3,650
2583
$494K ﹤0.01%
7,724
+641
2584
$493K ﹤0.01%
21,277
+4,566
2585
$493K ﹤0.01%
33,752
-4,278
2586
$491K ﹤0.01%
6,174
2587
$490K ﹤0.01%
62,400
+13,650
2588
$490K ﹤0.01%
5,624
-23,556
2589
$488K ﹤0.01%
23,034
2590
$487K ﹤0.01%
+14,218
2591
$487K ﹤0.01%
18,761
-34,077
2592
$485K ﹤0.01%
13,701
+141
2593
$482K ﹤0.01%
9,723
-201
2594
$481K ﹤0.01%
8,962
-249
2595
$481K ﹤0.01%
28,377
+2,020
2596
$481K ﹤0.01%
14,329
+13
2597
$479K ﹤0.01%
16,841
-1,452
2598
$479K ﹤0.01%
+35,984
2599
$476K ﹤0.01%
13,028
+255
2600
$476K ﹤0.01%
+17,275
102 103
104
105 106