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
1551
$2.08M ﹤0.01%
21,812
+679
1552
$2.08M ﹤0.01%
93,880
-7,289
1553
$2.07M ﹤0.01%
319,199
+107,545
1554
$2.07M ﹤0.01%
44,898
-1,032
1555
$2.07M ﹤0.01%
24,553
-371
1556
$2.06M ﹤0.01%
58,690
+836
1557
$2.05M ﹤0.01%
49,243
+857
1558
$2.05M ﹤0.01%
77,906
+34,593
1559
$2.04M ﹤0.01%
22,699
-579
1560
$2.04M ﹤0.01%
14,333
-62
1561
$2.04M ﹤0.01%
149,897
-4,797
1562
$2.04M ﹤0.01%
24,719
+1,701
1563
$2.04M ﹤0.01%
48,095
+2,375
1564
$2.03M ﹤0.01%
21,198
-1,748
1565
$2.03M ﹤0.01%
36,774
+1,569
1566
$2.02M ﹤0.01%
23,730
-156
1567
$2.02M ﹤0.01%
19,965
-844
1568
$2.02M ﹤0.01%
118,746
-24,584
1569
$2.02M ﹤0.01%
100,376
-61,147
1570
$2.02M ﹤0.01%
36,888
-1,100
1571
$2.01M ﹤0.01%
90,013
-95,150
1572
$2.01M ﹤0.01%
79,908
+47,404
1573
$2.01M ﹤0.01%
22,282
+2,226
1574
$2.01M ﹤0.01%
90,489
+741
1575
$2.01M ﹤0.01%
129,779
+199
61 62
63
64 65