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
2926
$291K ﹤0.01%
8,630
-7,005
2927
$290K ﹤0.01%
17,208
+522
2928
$289K ﹤0.01%
9,151
-520
2929
$289K ﹤0.01%
8,921
-33
2930
$289K ﹤0.01%
8,535
-675
2931
$288K ﹤0.01%
18,086
-1,096
2932
$288K ﹤0.01%
3,561
+1
2933
$287K ﹤0.01%
5,857
-15,175
2934
$287K ﹤0.01%
6,110
-316
2935
$287K ﹤0.01%
10,300
+447
2936
$286K ﹤0.01%
19,773
+7,096
2937
$286K ﹤0.01%
+35,541
2938
$285K ﹤0.01%
40,888
+2,108
2939
$284K ﹤0.01%
18,360
2940
$284K ﹤0.01%
+7,357
2941
$284K ﹤0.01%
8,398
-1,755
2942
$284K ﹤0.01%
7,698
+3,357
2943
$283K ﹤0.01%
48,303
+2,503
2944
$283K ﹤0.01%
9,046
-581
2945
$283K ﹤0.01%
11,068
-616
2946
$282K ﹤0.01%
2,796
+1
2947
$282K ﹤0.01%
17,997
+4,308
2948
$281K ﹤0.01%
2,259
-3,794
2949
$281K ﹤0.01%
11,274
-809
2950
$281K ﹤0.01%
7,874
+474
116 117
118
119 120