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
1401
$2.61M ﹤0.01%
68,015
+507
1402
$2.61M ﹤0.01%
30,745
-4,663
1403
$2.6M ﹤0.01%
16,696
-3,307
1404
$2.6M ﹤0.01%
96,467
-3,062
1405
$2.6M ﹤0.01%
76,459
+632
1406
$2.6M ﹤0.01%
132,750
-25,800
1407
$2.59M ﹤0.01%
31,677
-1,445
1408
$2.59M ﹤0.01%
16,515
-12,203
1409
$2.58M ﹤0.01%
32,872
+1,447
1410
$2.58M ﹤0.01%
68,991
+10,783
1411
$2.58M ﹤0.01%
46,023
+3,935
1412
$2.57M ﹤0.01%
241,948
+9,815
1413
$2.57M ﹤0.01%
68,154
-86,490
1414
$2.57M ﹤0.01%
7,187
-118
1415
$2.57M ﹤0.01%
110,098
+4,634
1416
$2.56M ﹤0.01%
45,537
-4,694
1417
$2.56M ﹤0.01%
33,022
+3,716
1418
$2.56M ﹤0.01%
41,623
-14,655
1419
$2.56M ﹤0.01%
359,831
+68,766
1420
$2.55M ﹤0.01%
64,829
+21,400
1421
$2.55M ﹤0.01%
57,471
-462
1422
$2.55M ﹤0.01%
78,773
+7,604
1423
$2.54M ﹤0.01%
184,410
-2,601
1424
$2.54M ﹤0.01%
35,304
+5,353
1425
$2.54M ﹤0.01%
100,285
-2,023
55 56
57
58 59