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
1576
$2M ﹤0.01%
20,597
+372
1577
$2M ﹤0.01%
21,310
+12,650
1578
$2M ﹤0.01%
31,110
+1,920
1579
$2M ﹤0.01%
77,978
-138
1580
$2M ﹤0.01%
82,480
1581
$2M ﹤0.01%
53,120
-68,989
1582
$1.99M ﹤0.01%
+60,606
1583
$1.99M ﹤0.01%
26,000
+21,729
1584
$1.99M ﹤0.01%
+35,987
1585
$1.98M ﹤0.01%
13,971
-4,813
1586
$1.98M ﹤0.01%
39,545
+3,326
1587
$1.98M ﹤0.01%
78,503
-1,306
1588
$1.98M ﹤0.01%
53,406
+343
1589
$1.97M ﹤0.01%
61,931
-570
1590
$1.96M ﹤0.01%
88,107
-26,837
1591
$1.96M ﹤0.01%
24,981
-8
1592
$1.96M ﹤0.01%
92,715
-31,508
1593
$1.95M ﹤0.01%
71,414
-23,784
1594
$1.95M ﹤0.01%
22,740
+1,213
1595
$1.95M ﹤0.01%
200,251
-5,166
1596
$1.95M ﹤0.01%
16,408
+960
1597
$1.95M ﹤0.01%
107,121
-6,674
1598
$1.95M ﹤0.01%
159,354
+4,004
1599
$1.95M ﹤0.01%
53,002
+2,422
1600
$1.95M ﹤0.01%
35,137
+169
62 63
64
65 66