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
2601
$475K ﹤0.01%
26,530
-8,364
2602
$475K ﹤0.01%
9,837
-764
2603
$474K ﹤0.01%
15,335
2604
$473K ﹤0.01%
3,999
+22
2605
$472K ﹤0.01%
20,680
-1,000
2606
$472K ﹤0.01%
57,128
+1,944
2607
$468K ﹤0.01%
61,423
+2,150
2608
$468K ﹤0.01%
+4,573
2609
$466K ﹤0.01%
8,454
-27
2610
$464K ﹤0.01%
24,785
2611
$464K ﹤0.01%
44,006
-92,650
2612
$464K ﹤0.01%
+14,115
2613
$464K ﹤0.01%
16,848
-514
2614
$464K ﹤0.01%
14,285
-1,750
2615
$462K ﹤0.01%
7,700
-7,592
2616
$460K ﹤0.01%
21,228
-2,974
2617
$460K ﹤0.01%
14,106
-4,616
2618
$459K ﹤0.01%
12,524
-395
2619
$459K ﹤0.01%
5,485
+622
2620
$459K ﹤0.01%
5,683
+72
2621
$458K ﹤0.01%
13,829
-105
2622
$458K ﹤0.01%
34,246
2623
$457K ﹤0.01%
10,908
+4,669
2624
$456K ﹤0.01%
22,923
+8,749
2625
$456K ﹤0.01%
5,754
-20
103 104
105
106 107