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
3026
$244K ﹤0.01%
8,912
-64,063
3027
$244K ﹤0.01%
9,522
-304
3028
$244K ﹤0.01%
4,751
+99
3029
$243K ﹤0.01%
55,243
+42,441
3030
$240K ﹤0.01%
+8,200
3031
$240K ﹤0.01%
17,400
-700
3032
$240K ﹤0.01%
30,086
-90
3033
$239K ﹤0.01%
+10,294
3034
$239K ﹤0.01%
12,415
-998
3035
$239K ﹤0.01%
19,874
+3,936
3036
$239K ﹤0.01%
2,630
-32
3037
$238K ﹤0.01%
3,087
-1,299
3038
$238K ﹤0.01%
1,718
+8
3039
$238K ﹤0.01%
2,333
+86
3040
$237K ﹤0.01%
+7,688
3041
$237K ﹤0.01%
4,129
+562
3042
$236K ﹤0.01%
1,906
-21
3043
$236K ﹤0.01%
7,258
-55
3044
$236K ﹤0.01%
5,862
-475
3045
$235K ﹤0.01%
+8,093
3046
$235K ﹤0.01%
13,292
-5,356
3047
$235K ﹤0.01%
4,298
-363
3048
$235K ﹤0.01%
15,491
+352
3049
$233K ﹤0.01%
5,154
-575
3050
$232K ﹤0.01%
669
+165
120 121
122
123 124