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
2951
$280K ﹤0.01%
34,501
+1,337
2952
$280K ﹤0.01%
1,083
-110
2953
$278K ﹤0.01%
4,252
+3
2954
$278K ﹤0.01%
19,608
+8
2955
$277K ﹤0.01%
18,316
-371
2956
$277K ﹤0.01%
12,179
-240
2957
$277K ﹤0.01%
+6,148
2958
$277K ﹤0.01%
35,729
+19,282
2959
$276K ﹤0.01%
10,784
+1,389
2960
$275K ﹤0.01%
6,697
-258
2961
$275K ﹤0.01%
2,600
2962
$274K ﹤0.01%
30,150
+472
2963
$274K ﹤0.01%
11,058
2964
$274K ﹤0.01%
9,372
-9,066
2965
$274K ﹤0.01%
18,004
2966
$273K ﹤0.01%
6,525
+1,106
2967
$273K ﹤0.01%
17,513
+6,726
2968
$272K ﹤0.01%
+3,130
2969
$272K ﹤0.01%
8,610
-5,448
2970
$271K ﹤0.01%
13,312
+21
2971
$271K ﹤0.01%
20,114
+7,038
2972
$269K ﹤0.01%
4,164
-29
2973
$268K ﹤0.01%
3,119
+549
2974
$267K ﹤0.01%
10,883
+1,536
2975
$267K ﹤0.01%
16,678
-2,662
117 118
119
120 121