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
1351
$2.83M ﹤0.01%
48,830
+23,280
1352
$2.82M ﹤0.01%
72,568
-7,570
1353
$2.82M ﹤0.01%
26,771
+2,920
1354
$2.82M ﹤0.01%
168,469
-37,409
1355
$2.81M ﹤0.01%
67,266
+58,394
1356
$2.81M ﹤0.01%
104,706
-13,274
1357
$2.81M ﹤0.01%
68,528
-30,604
1358
$2.8M ﹤0.01%
55,644
-1,124
1359
$2.79M ﹤0.01%
147,825
-3,443
1360
$2.79M ﹤0.01%
134,674
+51,418
1361
$2.79M ﹤0.01%
22,877
+1,964
1362
$2.79M ﹤0.01%
64,630
-3,515
1363
$2.78M ﹤0.01%
39,249
+7,019
1364
$2.78M ﹤0.01%
66,015
+837
1365
$2.78M ﹤0.01%
98,218
+67,452
1366
$2.77M ﹤0.01%
34,463
+698
1367
$2.76M ﹤0.01%
112,176
+10,668
1368
$2.76M ﹤0.01%
72,887
+28,981
1369
$2.76M ﹤0.01%
203,229
-51,759
1370
$2.76M ﹤0.01%
71,185
+14,172
1371
$2.75M ﹤0.01%
172,910
+2,070
1372
$2.74M ﹤0.01%
188,969
+5,221
1373
$2.74M ﹤0.01%
+65,308
1374
$2.73M ﹤0.01%
35,152
+14,371
1375
$2.72M ﹤0.01%
54,255
+1,071
53 54
55
56 57