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
3151
$176K ﹤0.01%
1,030
-252
3152
$175K ﹤0.01%
18,461
+1,360
3153
$175K ﹤0.01%
14,372
-1,703
3154
$175K ﹤0.01%
19,953
3155
$174K ﹤0.01%
12,461
-2,503
3156
$174K ﹤0.01%
40,091
+3,213
3157
$172K ﹤0.01%
13,804
3158
$171K ﹤0.01%
13,000
-835
3159
$171K ﹤0.01%
+11,608
3160
$170K ﹤0.01%
+14,858
3161
$167K ﹤0.01%
+10,928
3162
$167K ﹤0.01%
14,695
-15,305
3163
$166K ﹤0.01%
+27,658
3164
$166K ﹤0.01%
12,157
3165
$166K ﹤0.01%
37,576
+4,258
3166
$165K ﹤0.01%
10,913
-363
3167
$165K ﹤0.01%
13,483
3168
$164K ﹤0.01%
11,240
3169
$162K ﹤0.01%
16,850
3170
$162K ﹤0.01%
55,572
3171
$161K ﹤0.01%
25,839
3172
$160K ﹤0.01%
22,700
-74,680
3173
$160K ﹤0.01%
16,000
3174
$158K ﹤0.01%
+17,500
3175
$155K ﹤0.01%
816
+290
125 126
127
128 129