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
2976
$266K ﹤0.01%
13,088
-1,143
2977
$266K ﹤0.01%
+12,635
2978
$266K ﹤0.01%
45,750
+11,250
2979
$266K ﹤0.01%
11,841
-557
2980
$266K ﹤0.01%
17,224
-5,913
2981
$265K ﹤0.01%
+13,939
2982
$264K ﹤0.01%
26,795
+3,221
2983
$264K ﹤0.01%
14,534
-968
2984
$263K ﹤0.01%
15,376
-1,458
2985
$263K ﹤0.01%
870
-4,270
2986
$262K ﹤0.01%
2,062
-274
2987
$262K ﹤0.01%
11,358
+209
2988
$262K ﹤0.01%
+8,798
2989
$262K ﹤0.01%
+7,559
2990
$262K ﹤0.01%
1,672
2991
$261K ﹤0.01%
+35,420
2992
$261K ﹤0.01%
3,600
-400
2993
$259K ﹤0.01%
4,884
-6,384
2994
$259K ﹤0.01%
9,250
2995
$258K ﹤0.01%
8,374
+553
2996
$258K ﹤0.01%
19,283
+562
2997
$258K ﹤0.01%
4,514
-9,062
2998
$257K ﹤0.01%
2,991
+507
2999
$257K ﹤0.01%
+6,011
3000
$256K ﹤0.01%
13,734
+822
118 119
120
121 122