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
3251
$76K ﹤0.01%
14,638
3252
$76K ﹤0.01%
2,411
+100
3253
$70K ﹤0.01%
11,490
3254
$69K ﹤0.01%
887
-57
3255
$66K ﹤0.01%
+10,811
3256
$65K ﹤0.01%
16,680
-100
3257
$65K ﹤0.01%
+9,794
3258
$60K ﹤0.01%
16,510
3259
$60K ﹤0.01%
1,831
+75
3260
$58K ﹤0.01%
1,000
3261
$58K ﹤0.01%
+10,182
3262
$58K ﹤0.01%
41,700
-9,000
3263
$57K ﹤0.01%
12,424
-80,590
3264
$54K ﹤0.01%
2,155
+220
3265
$54K ﹤0.01%
+18,187
3266
$52K ﹤0.01%
2,551
-45,416
3267
$51K ﹤0.01%
19,100
-2,500
3268
$51K ﹤0.01%
34,412
-99
3269
$47K ﹤0.01%
700
+13
3270
$46K ﹤0.01%
37
+2
3271
$45K ﹤0.01%
10,000
3272
$37K ﹤0.01%
+12,000
3273
$36K ﹤0.01%
1,370
3274
$32K ﹤0.01%
2,140
-471
3275
$30K ﹤0.01%
30,075
129 130
131
132 133