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
3226
$114K ﹤0.01%
1,122
-75
3227
$113K ﹤0.01%
11,297
3228
$110K ﹤0.01%
13,722
-547
3229
$109K ﹤0.01%
5,774
-1,957
3230
$106K ﹤0.01%
+19,863
3231
$105K ﹤0.01%
2,999
+16
3232
$104K ﹤0.01%
1,220
-300
3233
$103K ﹤0.01%
7,600
-7,050
3234
$103K ﹤0.01%
3,266
-36
3235
$102K ﹤0.01%
15,458
+2,749
3236
$100K ﹤0.01%
12,267
+519
3237
$99K ﹤0.01%
24,981
3238
$96K ﹤0.01%
13,862
+50
3239
$96K ﹤0.01%
15,935
+646
3240
$96K ﹤0.01%
+16,961
3241
$91K ﹤0.01%
1,009
+43
3242
$88K ﹤0.01%
82,687
3243
$87K ﹤0.01%
19,000
-661,350
3244
$85K ﹤0.01%
440
-100
3245
$84K ﹤0.01%
881
-209
3246
$83K ﹤0.01%
20,917
3247
$83K ﹤0.01%
13,255
-19,308
3248
$79K ﹤0.01%
15,000
3249
$79K ﹤0.01%
+10,100
3250
$77K ﹤0.01%
13,064
-452
128 129
130
131 132