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
2826
$338K ﹤0.01%
+6,765
2827
$338K ﹤0.01%
21,761
+17
2828
$337K ﹤0.01%
3,747
-140
2829
$337K ﹤0.01%
25,900
-1,995
2830
$337K ﹤0.01%
+6,236
2831
$337K ﹤0.01%
19,117
+185
2832
$337K ﹤0.01%
513
-81
2833
$336K ﹤0.01%
9,196
-4,719
2834
$335K ﹤0.01%
13,187
2835
$335K ﹤0.01%
23,062
-5,428
2836
$334K ﹤0.01%
4,428
-368
2837
$333K ﹤0.01%
6,879
+6
2838
$332K ﹤0.01%
+12,201
2839
$331K ﹤0.01%
12,242
+842
2840
$331K ﹤0.01%
63,438
-9,482
2841
$330K ﹤0.01%
17,577
+2,588
2842
$329K ﹤0.01%
6,079
+1,781
2843
$329K ﹤0.01%
3,683
-288
2844
$327K ﹤0.01%
13,079
-8,564
2845
$327K ﹤0.01%
5,142
2846
$327K ﹤0.01%
28,921
+2,187
2847
$327K ﹤0.01%
2,588
2848
$326K ﹤0.01%
+18,751
2849
$326K ﹤0.01%
5,429
+606
2850
$324K ﹤0.01%
17,367
-131,899
112 113
114
115 116