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 9.97%
4 Industrials 8.94%
5 Consumer Discretionary 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3326
– –
-1,974
3327
– –
-13,020
3328
– –
-84,601
3329
– –
-27,134
3330
– –
-11,689
3331
– –
-5,017
3332
– –
-17,910
3333
– –
-14,865
3334
– –
-6,670
3335
– –
-22,052
3336
– –
-50,363
3337
– –
-3,172
3338
– –
-20,000
3339
– –
-11,076
3340
– –
-132,596
3341
– –
-24,714
3342
– –
-37,695
3343
– –
-25,662
3344
– –
-43,703
3345
– –
-16,384
3346
– –
-406,935
3347
– –
-2,369
3348
– –
-4,081
3349
– –
-3,757
3350
– –
-36,286
132 133
134
135 136