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
3101
$214K ﹤0.01%
3,383
-84
3102
$213K ﹤0.01%
2,509
-50
3103
$212K ﹤0.01%
3,876
+1,212
3104
$211K ﹤0.01%
4,402
-218
3105
$211K ﹤0.01%
18,995
-9,783
3106
$210K ﹤0.01%
+11,458
3107
$210K ﹤0.01%
+9,562
3108
$210K ﹤0.01%
4,826
+282
3109
$210K ﹤0.01%
+4,022
3110
$210K ﹤0.01%
22,250
+9,000
3111
$209K ﹤0.01%
7,779
+5
3112
$209K ﹤0.01%
12,827
+1,578
3113
$209K ﹤0.01%
25,104
-95
3114
$209K ﹤0.01%
4,152
3115
$208K ﹤0.01%
3,808
+167
3116
$207K ﹤0.01%
+8,061
3117
$207K ﹤0.01%
4,290
+544
3118
$206K ﹤0.01%
+2,373
3119
$206K ﹤0.01%
+575
3120
$206K ﹤0.01%
1,057
-473
3121
$206K ﹤0.01%
4,502
+7
3122
$206K ﹤0.01%
12,099
-8,453
3123
$205K ﹤0.01%
20,986
+122
3124
$205K ﹤0.01%
+7,260
3125
$204K ﹤0.01%
+7,399
123 124
125
126 127