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
3276
$28K ﹤0.01%
30,575
3277
$26K ﹤0.01%
10,000
3278
$26K ﹤0.01%
17,341
+5,924
3279
$23K ﹤0.01%
+25,000
3280
$23K ﹤0.01%
768
+345
3281
$23K ﹤0.01%
28,000
3282
$22K ﹤0.01%
+3
3283
$22K ﹤0.01%
667
-10,500
3284
$20K ﹤0.01%
1,200
3285
$20K ﹤0.01%
44,224
-8,450
3286
$11K ﹤0.01%
25,000
3287
$10K ﹤0.01%
867
-83
3288
$10K ﹤0.01%
319
3289
$5K ﹤0.01%
+22,200
3290
– –
-7,056
3291
– –
-15,499
3292
– –
-1,527
3293
– –
-2,597
3294
– –
-5,843
3295
– –
-15,883
3296
– –
-25,087
3297
– –
-10,247
3298
– –
-800
3299
– –
-41,539
3300
– –
-1,145
130 131
132
133 134