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
2726
$389K ﹤0.01%
7,644
-100
2727
$389K ﹤0.01%
26,249
2728
$388K ﹤0.01%
14,951
+2,202
2729
$387K ﹤0.01%
11,002
+27
2730
$387K ﹤0.01%
7,425
-300
2731
$386K ﹤0.01%
5,124
-550
2732
$386K ﹤0.01%
36,205
-4,213
2733
$385K ﹤0.01%
+8,840
2734
$385K ﹤0.01%
11,985
+307
2735
$384K ﹤0.01%
12,560
-2,875
2736
$384K ﹤0.01%
18,720
-1,175
2737
$383K ﹤0.01%
10,158
+3,058
2738
$383K ﹤0.01%
13,551
-697
2739
$383K ﹤0.01%
19,464
-97,235
2740
$382K ﹤0.01%
17,257
+8,525
2741
$382K ﹤0.01%
26,101
-14,988
2742
$381K ﹤0.01%
+11,628
2743
$380K ﹤0.01%
+9,586
2744
$380K ﹤0.01%
22,316
+4,323
2745
$379K ﹤0.01%
25,685
-1,000
2746
$378K ﹤0.01%
56,512
-125
2747
$378K ﹤0.01%
11,644
+1,816
2748
$377K ﹤0.01%
3,364
-22
2749
$377K ﹤0.01%
6,346
-498
2750
$376K ﹤0.01%
34,945
+20,660
108 109
110
111 112