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
2701
$403K ﹤0.01%
2,564
-1,925
2702
$401K ﹤0.01%
17,700
2703
$400K ﹤0.01%
23,160
+13,300
2704
$399K ﹤0.01%
4,602
+101
2705
$399K ﹤0.01%
5,321
-144
2706
$399K ﹤0.01%
6,474
+976
2707
$398K ﹤0.01%
12,980
-148
2708
$398K ﹤0.01%
28,140
2709
$398K ﹤0.01%
11,487
+2,157
2710
$397K ﹤0.01%
6,622
+1,771
2711
$397K ﹤0.01%
22,600
-626
2712
$397K ﹤0.01%
7,293
-462
2713
$397K ﹤0.01%
38,241
+15,136
2714
$394K ﹤0.01%
45,317
+1,096
2715
$393K ﹤0.01%
50,051
+1,222
2716
$393K ﹤0.01%
40,027
2717
$392K ﹤0.01%
7,231
+1,791
2718
$392K ﹤0.01%
17,738
-630
2719
$391K ﹤0.01%
10,385
-1,156
2720
$391K ﹤0.01%
+42,500
2721
$390K ﹤0.01%
+26,381
2722
$390K ﹤0.01%
15,619
+3,717
2723
$390K ﹤0.01%
25,610
+4
2724
$390K ﹤0.01%
3,923
+90
2725
$389K ﹤0.01%
4,971
+34
107 108
109
110 111