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
1651
$1.8M ﹤0.01%
29,017
+2,234
1652
$1.79M ﹤0.01%
14,489
-1,017
1653
$1.79M ﹤0.01%
71,291
+8,604
1654
$1.79M ﹤0.01%
123,583
+4,265
1655
$1.79M ﹤0.01%
33,754
+3,291
1656
$1.78M ﹤0.01%
366,678
+23,568
1657
$1.78M ﹤0.01%
95,622
+7,120
1658
$1.78M ﹤0.01%
9,013
-137
1659
$1.78M ﹤0.01%
18,639
+1,661
1660
$1.77M ﹤0.01%
163,910
+4,636
1661
$1.77M ﹤0.01%
11,790
-662
1662
$1.77M ﹤0.01%
18,426
+665
1663
$1.76M ﹤0.01%
61,051
+35,574
1664
$1.76M ﹤0.01%
27,412
+855
1665
$1.76M ﹤0.01%
58,933
-2,335
1666
$1.76M ﹤0.01%
134,586
-46,828
1667
$1.76M ﹤0.01%
28,534
+641
1668
$1.75M ﹤0.01%
63,747
+45,817
1669
$1.75M ﹤0.01%
25,540
+3,102
1670
$1.75M ﹤0.01%
22,668
-3,570
1671
$1.75M ﹤0.01%
100,541
-4,639
1672
$1.75M ﹤0.01%
54,067
-7,717
1673
$1.75M ﹤0.01%
34,854
+252
1674
$1.75M ﹤0.01%
92,625
-6,549
1675
$1.75M ﹤0.01%
127,072
+79,874
65 66
67
68 69