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
2901
$301K ﹤0.01%
11,187
-373
2902
$301K ﹤0.01%
19,514
-52
2903
$300K ﹤0.01%
+792
2904
$300K ﹤0.01%
23,599
+367
2905
$299K ﹤0.01%
23,413
-7,625
2906
$298K ﹤0.01%
7,688
+1,922
2907
$298K ﹤0.01%
4,809
2908
$298K ﹤0.01%
14,771
-238,981
2909
$298K ﹤0.01%
8,021
-314
2910
$297K ﹤0.01%
4,896
-1,175
2911
$297K ﹤0.01%
3,000
2912
$297K ﹤0.01%
+937
2913
$296K ﹤0.01%
+3,914
2914
$296K ﹤0.01%
18,887
-94,633
2915
$295K ﹤0.01%
19,588
2916
$294K ﹤0.01%
7,211
+852
2917
$294K ﹤0.01%
6,280
-103
2918
$294K ﹤0.01%
+6,823
2919
$293K ﹤0.01%
2,431
-129
2920
$293K ﹤0.01%
28,927
+9,000
2921
$291K ﹤0.01%
4,964
-104
2922
$291K ﹤0.01%
4,479
+1,360
2923
$291K ﹤0.01%
21,353
+1,400
2924
$291K ﹤0.01%
21,779
-5,347
2925
$291K ﹤0.01%
8,193
+1,462
115 116
117
118 119