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
1251
$3.33M ﹤0.01%
70,353
-41,388
1252
$3.32M ﹤0.01%
292,982
+4,176
1253
$3.31M ﹤0.01%
56,700
+41,347
1254
$3.31M ﹤0.01%
163,803
+5,009
1255
$3.3M ﹤0.01%
15,920
-350
1256
$3.29M ﹤0.01%
33,192
-1,473
1257
$3.29M ﹤0.01%
125,098
+2,744
1258
$3.29M ﹤0.01%
140,646
-242
1259
$3.29M ﹤0.01%
12,030
+75
1260
$3.28M ﹤0.01%
+40,539
1261
$3.27M ﹤0.01%
244,274
+2,448
1262
$3.27M ﹤0.01%
28,874
+615
1263
$3.26M ﹤0.01%
127,767
-1,160
1264
$3.26M ﹤0.01%
32,597
-48,097
1265
$3.26M ﹤0.01%
22,092
+500
1266
$3.25M ﹤0.01%
63,686
+3,930
1267
$3.24M ﹤0.01%
21,273
-305
1268
$3.22M ﹤0.01%
141,076
-29,353
1269
$3.22M ﹤0.01%
35,133
+6,129
1270
$3.21M ﹤0.01%
138,097
+5,347
1271
$3.21M ﹤0.01%
72,053
+841
1272
$3.21M ﹤0.01%
32,233
+900
1273
$3.2M ﹤0.01%
108,596
+5,290
1274
$3.2M ﹤0.01%
457,651
-1,853
1275
$3.2M ﹤0.01%
39,504
-2,093
49 50
51
52 53