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
3001
$256K ﹤0.01%
+36,090
3002
$256K ﹤0.01%
22,853
+1,003
3003
$254K ﹤0.01%
7,394
3004
$254K ﹤0.01%
7,050
+210
3005
$253K ﹤0.01%
30,150
+6,700
3006
$253K ﹤0.01%
15,436
3007
$253K ﹤0.01%
15,793
-3,100
3008
$252K ﹤0.01%
25,836
+49
3009
$252K ﹤0.01%
2,384
-608
3010
$252K ﹤0.01%
8,251
+451
3011
$252K ﹤0.01%
13,444
-26,779
3012
$251K ﹤0.01%
+24,125
3013
$251K ﹤0.01%
31,236
+5,049
3014
$251K ﹤0.01%
2,320
+353
3015
$251K ﹤0.01%
7,856
-750
3016
$250K ﹤0.01%
+13,494
3017
$249K ﹤0.01%
10,921
-149
3018
$249K ﹤0.01%
7,775
+365
3019
$249K ﹤0.01%
+4,094
3020
$249K ﹤0.01%
15,200
-8,500
3021
$248K ﹤0.01%
+3,782
3022
$246K ﹤0.01%
4,626
-700
3023
$246K ﹤0.01%
+60,000
3024
$245K ﹤0.01%
10,748
-4,062
3025
$245K ﹤0.01%
+1,351
119 120
121
122 123