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
2626
$456K ﹤0.01%
12,997
-179
2627
$453K ﹤0.01%
+54,292
2628
$453K ﹤0.01%
13,133
-4,146
2629
$452K ﹤0.01%
+25,800
2630
$452K ﹤0.01%
19,961
-1,120
2631
$451K ﹤0.01%
35,544
+100
2632
$450K ﹤0.01%
29,252
-9,610
2633
$450K ﹤0.01%
19,359
+5,121
2634
$450K ﹤0.01%
12,973
+3,328
2635
$448K ﹤0.01%
6,733
-530
2636
$448K ﹤0.01%
19,480
2637
$448K ﹤0.01%
28,306
-3,238
2638
$447K ﹤0.01%
2,168
+798
2639
$447K ﹤0.01%
32,272
-3,873
2640
$446K ﹤0.01%
13,190
+14
2641
$444K ﹤0.01%
28,235
2642
$444K ﹤0.01%
9,162
-1,125
2643
$443K ﹤0.01%
14,580
+201
2644
$442K ﹤0.01%
28,978
-104
2645
$442K ﹤0.01%
7,371
-90
2646
$442K ﹤0.01%
15,847
+3,667
2647
$441K ﹤0.01%
20,580
+790
2648
$440K ﹤0.01%
22,669
-1,579
2649
$439K ﹤0.01%
+9,389
2650
$438K ﹤0.01%
23,696
+4,664
104 105
106
107 108