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
1301
$3.07M ﹤0.01%
91,903
-15,994
1302
$3.06M ﹤0.01%
14,065
+93
1303
$3.06M ﹤0.01%
220,711
-8,089
1304
$3.06M ﹤0.01%
71,126
+4,491
1305
$3.06M ﹤0.01%
37,267
+8,987
1306
$3.04M ﹤0.01%
18,540
-7,419
1307
$3.04M ﹤0.01%
58,284
-2,739
1308
$3.03M ﹤0.01%
77,348
+2,234
1309
$3.03M ﹤0.01%
54,485
+4,160
1310
$3.02M ﹤0.01%
34,420
-5,417
1311
$3.01M ﹤0.01%
47,567
-1,159
1312
$3.01M ﹤0.01%
81,895
+1,408
1313
$3.01M ﹤0.01%
68,200
-16,814
1314
$3.01M ﹤0.01%
19,055
-9,881
1315
$3.01M ﹤0.01%
10,044
-16,291
1316
$2.98M ﹤0.01%
98,051
+197
1317
$2.96M ﹤0.01%
53,630
+4,375
1318
$2.96M ﹤0.01%
135,272
-88,523
1319
$2.94M ﹤0.01%
37,693
+1,023
1320
$2.94M ﹤0.01%
57,407
-26,862
1321
$2.94M ﹤0.01%
322,316
+18,347
1322
$2.93M ﹤0.01%
67,268
+11,835
1323
$2.93M ﹤0.01%
52,150
-111,443
1324
$2.93M ﹤0.01%
24,551
+3,269
1325
$2.93M ﹤0.01%
170,741
+10,307
51 52
53
54 55