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
1601
$1.94M ﹤0.01%
65,000
1602
$1.94M ﹤0.01%
10,964
-270
1603
$1.93M ﹤0.01%
28,045
-950
1604
$1.92M ﹤0.01%
31,211
+1,326
1605
$1.92M ﹤0.01%
70,013
+818
1606
$1.92M ﹤0.01%
31,243
-687
1607
$1.92M ﹤0.01%
37,807
+21,113
1608
$1.91M ﹤0.01%
18,412
+913
1609
$1.91M ﹤0.01%
338,658
-3,847
1610
$1.91M ﹤0.01%
291,193
+7,720
1611
$1.9M ﹤0.01%
45,947
-843
1612
$1.9M ﹤0.01%
86,421
+15,553
1613
$1.9M ﹤0.01%
75,701
+2,978
1614
$1.89M ﹤0.01%
116,149
+19,507
1615
$1.89M ﹤0.01%
35,246
+790
1616
$1.89M ﹤0.01%
100,234
-5,493
1617
$1.89M ﹤0.01%
28,878
+3,938
1618
$1.89M ﹤0.01%
20,945
+72
1619
$1.88M ﹤0.01%
9,564
-3,162
1620
$1.88M ﹤0.01%
185,265
+3,577
1621
$1.88M ﹤0.01%
11,776
-2,764
1622
$1.88M ﹤0.01%
46,619
+31,522
1623
$1.88M ﹤0.01%
106,900
+25,250
1624
$1.87M ﹤0.01%
247,227
+87,230
1625
$1.87M ﹤0.01%
9,956
-179
63 64
65
66 67