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
1626
$1.87M ﹤0.01%
36,797
+12,780
1627
$1.87M ﹤0.01%
85,483
+4,088
1628
$1.87M ﹤0.01%
77,735
-465
1629
$1.86M ﹤0.01%
122,227
-4,729
1630
$1.86M ﹤0.01%
29,471
-2,047
1631
$1.86M ﹤0.01%
19,667
-422
1632
$1.86M ﹤0.01%
13,013
+1,192
1633
$1.85M ﹤0.01%
130,486
-1,872
1634
$1.85M ﹤0.01%
21,739
-2,785
1635
$1.84M ﹤0.01%
21,847
+752
1636
$1.84M ﹤0.01%
16,659
+402
1637
$1.84M ﹤0.01%
65,964
+1,055
1638
$1.84M ﹤0.01%
75,591
-973
1639
$1.84M ﹤0.01%
33,195
-8,670
1640
$1.83M ﹤0.01%
73,341
+17,721
1641
$1.83M ﹤0.01%
39,363
+5,049
1642
$1.83M ﹤0.01%
19,531
+10,732
1643
$1.82M ﹤0.01%
80,560
-3,383
1644
$1.82M ﹤0.01%
+21,898
1645
$1.82M ﹤0.01%
21,625
+15,955
1646
$1.81M ﹤0.01%
25,012
+14,873
1647
$1.81M ﹤0.01%
4,749
-672
1648
$1.81M ﹤0.01%
22,067
-424
1649
$1.8M ﹤0.01%
66,383
-594
1650
$1.8M ﹤0.01%
42,247
+1,629
64 65
66
67 68