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
1451
$2.42M ﹤0.01%
276,143
+10,288
1452
$2.42M ﹤0.01%
30,417
+525
1453
$2.42M ﹤0.01%
45,882
+541
1454
$2.42M ﹤0.01%
298,501
+9,706
1455
$2.42M ﹤0.01%
113,806
+14,629
1456
$2.42M ﹤0.01%
57,155
+8,974
1457
$2.42M ﹤0.01%
56,807
-9,645
1458
$2.42M ﹤0.01%
44,097
-6,036
1459
$2.42M ﹤0.01%
84,295
+812
1460
$2.42M ﹤0.01%
18,753
+2,941
1461
$2.41M ﹤0.01%
71,132
+3,607
1462
$2.41M ﹤0.01%
178,138
+7,620
1463
$2.41M ﹤0.01%
147,607
-21,571
1464
$2.4M ﹤0.01%
82,682
-143
1465
$2.4M ﹤0.01%
5,032
+265
1466
$2.4M ﹤0.01%
33,832
-20,819
1467
$2.4M ﹤0.01%
20,014
-834
1468
$2.4M ﹤0.01%
41,447
-21,303
1469
$2.39M ﹤0.01%
75,000
1470
$2.39M ﹤0.01%
42,062
+38,037
1471
$2.39M ﹤0.01%
46,593
+2,376
1472
$2.38M ﹤0.01%
182,152
-4,052
1473
$2.38M ﹤0.01%
178,324
-465
1474
$2.37M ﹤0.01%
42,141
-2,441
1475
$2.37M ﹤0.01%
93,431
+80,579
57 58
59
60 61