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
3426
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-41,539
3427
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-1,145
3428
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-17,550
3429
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-96,052
3430
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3431
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-3,737
3432
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-7,255
3433
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-3,811
3434
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-5,847
3435
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-12,500
3436
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-11,444
3437
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-50,185
3438
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-560
3439
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-30,200
3440
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-40,000
3441
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-23,829
3442
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-64,638
3443
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-8,335
3444
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-26,000
3445
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-45,771
3446
$0 ﹤0.01%
+11,436
3447
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-15,650
3448
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-75,744
3449
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-9,378
3450
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-2,769
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