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
2751
$376K ﹤0.01%
3,917
-1,178
2752
$376K ﹤0.01%
+15,319
2753
$375K ﹤0.01%
15,937
-66,290
2754
$374K ﹤0.01%
+13,352
2755
$374K ﹤0.01%
+16,803
2756
$373K ﹤0.01%
26,209
2757
$372K ﹤0.01%
8,368
-543
2758
$371K ﹤0.01%
13,648
-50
2759
$370K ﹤0.01%
3,855
-160
2760
$369K ﹤0.01%
25,738
+88
2761
$369K ﹤0.01%
15,604
-242
2762
$369K ﹤0.01%
7,807
+288
2763
$368K ﹤0.01%
8,363
+1
2764
$368K ﹤0.01%
3,304
-70
2765
$367K ﹤0.01%
7,611
-3,791
2766
$367K ﹤0.01%
20,912
+6,933
2767
$367K ﹤0.01%
11,558
-39,957
2768
$365K ﹤0.01%
7,859
-2,100
2769
$365K ﹤0.01%
9,729
-129
2770
$365K ﹤0.01%
6,945
+28
2771
$364K ﹤0.01%
26,697
-19,753
2772
$364K ﹤0.01%
1,091
+56
2773
$364K ﹤0.01%
15,212
+2,717
2774
$364K ﹤0.01%
27,962
+84
2775
$363K ﹤0.01%
+15,036
109 110
111
112 113