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
1276
$3.19M ﹤0.01%
308,535
+65,521
1277
$3.19M ﹤0.01%
74,292
+17,693
1278
$3.18M ﹤0.01%
33,174
-2,843
1279
$3.17M ﹤0.01%
21,064
+693
1280
$3.16M ﹤0.01%
124,560
+3,741
1281
$3.16M ﹤0.01%
49,092
-4,213
1282
$3.16M ﹤0.01%
33,062
+6,238
1283
$3.16M ﹤0.01%
17,320
-21,989
1284
$3.15M ﹤0.01%
379,929
-10,747
1285
$3.15M ﹤0.01%
72,513
+49
1286
$3.14M ﹤0.01%
145,645
+6,924
1287
$3.13M ﹤0.01%
82,352
-1,331
1288
$3.12M ﹤0.01%
254,681
+39,061
1289
$3.12M ﹤0.01%
216,638
+793
1290
$3.11M ﹤0.01%
123,750
+19,377
1291
$3.11M ﹤0.01%
34,888
+832
1292
$3.11M ﹤0.01%
87,217
-16,046
1293
$3.1M ﹤0.01%
233,523
+3,693
1294
$3.1M ﹤0.01%
65,355
+2,405
1295
$3.1M ﹤0.01%
14,130
+2,058
1296
$3.09M ﹤0.01%
378,809
+167,385
1297
$3.08M ﹤0.01%
424,296
-5,205
1298
$3.08M ﹤0.01%
233,670
-28,024
1299
$3.08M ﹤0.01%
115,856
+8,065
1300
$3.08M ﹤0.01%
15,025
-772
50 51
52
53 54