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
2876
$313K ﹤0.01%
8,040
-5,763
2877
$312K ﹤0.01%
9,114
-14,626
2878
$312K ﹤0.01%
4,407
+45
2879
$312K ﹤0.01%
+4,179
2880
$311K ﹤0.01%
34,000
+1,500
2881
$311K ﹤0.01%
2,201
-379
2882
$311K ﹤0.01%
47,321
-2,200
2883
$310K ﹤0.01%
14,279
+5,153
2884
$310K ﹤0.01%
7,806
-87
2885
$309K ﹤0.01%
78,679
+19,316
2886
$309K ﹤0.01%
13,650
-63
2887
$308K ﹤0.01%
4,619
+66
2888
$306K ﹤0.01%
23,611
+425
2889
$306K ﹤0.01%
2,722
+36
2890
$306K ﹤0.01%
13,157
-6,554
2891
$305K ﹤0.01%
12,318
2892
$305K ﹤0.01%
3,957
+1,357
2893
$305K ﹤0.01%
78,100
+5,000
2894
$305K ﹤0.01%
938
-137
2895
$304K ﹤0.01%
7,100
-16
2896
$304K ﹤0.01%
20,590
+1,865
2897
$303K ﹤0.01%
22,517
+5,956
2898
$303K ﹤0.01%
3,358
+331
2899
$302K ﹤0.01%
15,346
+5,073
2900
$302K ﹤0.01%
8,415
-286
114 115
116
117 118