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
2676
$422K ﹤0.01%
9,732
+2,791
2677
$422K ﹤0.01%
25,824
+8,005
2678
$421K ﹤0.01%
44,930
-14
2679
$420K ﹤0.01%
13,037
+1,361
2680
$420K ﹤0.01%
+16,231
2681
$419K ﹤0.01%
8,326
+787
2682
$417K ﹤0.01%
7,594
-6
2683
$417K ﹤0.01%
26,572
-701
2684
$416K ﹤0.01%
2,398
-65
2685
$416K ﹤0.01%
7,584
+214
2686
$416K ﹤0.01%
6,210
+6
2687
$414K ﹤0.01%
10,972
-1,409
2688
$414K ﹤0.01%
4,139
2689
$414K ﹤0.01%
19,086
-286
2690
$412K ﹤0.01%
+19,677
2691
$411K ﹤0.01%
+27,119
2692
$410K ﹤0.01%
25,313
-6,296
2693
$409K ﹤0.01%
5,947
+2,692
2694
$408K ﹤0.01%
9,125
-3,850
2695
$406K ﹤0.01%
16,094
+2,211
2696
$405K ﹤0.01%
12,300
-113
2697
$405K ﹤0.01%
13,150
2698
$403K ﹤0.01%
35,654
+296
2699
$403K ﹤0.01%
92,757
-5,045
2700
$403K ﹤0.01%
4,357
+1,066
106 107
108
109 110