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
1426
$2.53M ﹤0.01%
30,032
+7,953
1427
$2.52M ﹤0.01%
15,141
+1,263
1428
$2.51M ﹤0.01%
74,378
+11,136
1429
$2.51M ﹤0.01%
21,014
-2,173
1430
$2.5M ﹤0.01%
143,000
1431
$2.5M ﹤0.01%
17,941
+132
1432
$2.5M ﹤0.01%
+41,480
1433
$2.49M ﹤0.01%
162,772
-6,963
1434
$2.48M ﹤0.01%
557,652
+57,517
1435
$2.48M ﹤0.01%
174,071
+25,069
1436
$2.48M ﹤0.01%
316,391
-5,750
1437
$2.48M ﹤0.01%
55,918
-268
1438
$2.48M ﹤0.01%
190,799
+12,632
1439
$2.47M ﹤0.01%
96,005
+21,401
1440
$2.47M ﹤0.01%
17,111
+3,369
1441
$2.47M ﹤0.01%
13,322
+2,955
1442
$2.46M ﹤0.01%
82,819
+16,349
1443
$2.46M ﹤0.01%
50,884
+2,786
1444
$2.44M ﹤0.01%
47,857
-3,663
1445
$2.44M ﹤0.01%
59,704
-14,422
1446
$2.44M ﹤0.01%
37,730
+2,230
1447
$2.44M ﹤0.01%
37,215
-45,749
1448
$2.43M ﹤0.01%
52,667
-1,331
1449
$2.43M ﹤0.01%
41,807
+1,091
1450
$2.42M ﹤0.01%
78,642
-6,314
56 57
58
59 60