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
3201
$134K ﹤0.01%
12,455
+1,347
3202
$134K ﹤0.01%
10,970
-739
3203
$133K ﹤0.01%
+34,007
3204
$133K ﹤0.01%
22,789
-308
3205
$130K ﹤0.01%
16,451
+1,775
3206
$130K ﹤0.01%
20,766
-100
3207
$129K ﹤0.01%
+2,241
3208
$128K ﹤0.01%
20,759
-2,000
3209
$128K ﹤0.01%
1,340
+150
3210
$127K ﹤0.01%
17,697
+361
3211
$126K ﹤0.01%
+1,550
3212
– –
0
3213
$125K ﹤0.01%
636
-3,642
3214
$123K ﹤0.01%
20,375
-5,853
3215
$123K ﹤0.01%
19,328
-1,399
3216
$122K ﹤0.01%
12,515
+716
3217
$122K ﹤0.01%
11,880
-55,494
3218
$122K ﹤0.01%
27,268
-1,709
3219
$121K ﹤0.01%
15,432
-4,051
3220
$121K ﹤0.01%
13,347
+127
3221
$120K ﹤0.01%
5,038
+312
3222
$120K ﹤0.01%
2,600
3223
$120K ﹤0.01%
14,686
-1,751
3224
$115K ﹤0.01%
21,632
-4,416
3225
$114K ﹤0.01%
32,736
+9,274
127 128
129
130 131