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
3176
$153K ﹤0.01%
17,827
-14,440
3177
$153K ﹤0.01%
63,117
+18,134
3178
$153K ﹤0.01%
10,110
-490
3179
$152K ﹤0.01%
+20,172
3180
$152K ﹤0.01%
12,787
-2,043
3181
$152K ﹤0.01%
50,679
-34,890
3182
$151K ﹤0.01%
10,392
-218
3183
$151K ﹤0.01%
12,278
-79
3184
$150K ﹤0.01%
+5,750
3185
$149K ﹤0.01%
+12,500
3186
$147K ﹤0.01%
18,529
-4,729
3187
$146K ﹤0.01%
23,150
-350
3188
$146K ﹤0.01%
+1,207
3189
$145K ﹤0.01%
18,396
+925
3190
$145K ﹤0.01%
20,111
+1,662
3191
$144K ﹤0.01%
2,257
+75
3192
$142K ﹤0.01%
13,730
3193
$141K ﹤0.01%
40,616
3194
$141K ﹤0.01%
57,233
3195
$139K ﹤0.01%
12,936
-64
3196
$139K ﹤0.01%
10,000
3197
$138K ﹤0.01%
+11,096
3198
$137K ﹤0.01%
18,359
+58
3199
$137K ﹤0.01%
+10,554
3200
$135K ﹤0.01%
17,288
+1,200
126 127
128
129 130