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
1376
$2.71M ﹤0.01%
18,241
-518
1377
$2.7M ﹤0.01%
101,340
+9,412
1378
$2.7M ﹤0.01%
20,123
-3,213
1379
$2.69M ﹤0.01%
37,948
-1,226
1380
$2.69M ﹤0.01%
61,626
-7,026
1381
$2.69M ﹤0.01%
80,257
+48,215
1382
$2.68M ﹤0.01%
57,414
-1,930
1383
$2.68M ﹤0.01%
94,114
+2,454
1384
$2.68M ﹤0.01%
78,705
+2,361
1385
$2.68M ﹤0.01%
30,796
-5,110
1386
$2.68M ﹤0.01%
9,813
-4,884
1387
$2.68M ﹤0.01%
9,875
-222
1388
$2.68M ﹤0.01%
92,199
-1,426
1389
$2.67M ﹤0.01%
43,304
+7,075
1390
$2.67M ﹤0.01%
54,859
+18,389
1391
$2.67M ﹤0.01%
380,402
+29,445
1392
$2.67M ﹤0.01%
143,117
+14,540
1393
$2.66M ﹤0.01%
62,913
+878
1394
$2.66M ﹤0.01%
52,124
+6,429
1395
$2.64M ﹤0.01%
14,002
-8,775
1396
$2.64M ﹤0.01%
28,832
+236
1397
$2.63M ﹤0.01%
232,724
+9,205
1398
$2.62M ﹤0.01%
87,459
-2,199
1399
$2.62M ﹤0.01%
+52,236
1400
$2.61M ﹤0.01%
15,468
-3
54 55
56
57 58