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
1676
$1.74M ﹤0.01%
44,619
+3,801
1677
$1.73M ﹤0.01%
40,873
+5,999
1678
$1.73M ﹤0.01%
5,792
-10
1679
$1.73M ﹤0.01%
75,433
-2,000
1680
$1.73M ﹤0.01%
15,516
-7,591
1681
$1.72M ﹤0.01%
126,442
-14,296
1682
$1.72M ﹤0.01%
33,199
+13
1683
$1.72M ﹤0.01%
50,224
+1,055
1684
$1.72M ﹤0.01%
19,872
-8,191
1685
$1.71M ﹤0.01%
347,615
-9,223
1686
$1.71M ﹤0.01%
9,090
+904
1687
$1.71M ﹤0.01%
31,681
+632
1688
$1.71M ﹤0.01%
30,234
+2,543
1689
$1.7M ﹤0.01%
26,285
-4,696
1690
$1.7M ﹤0.01%
69,110
-5,905
1691
$1.7M ﹤0.01%
81,347
-13,395
1692
$1.7M ﹤0.01%
45,844
-1,188
1693
$1.7M ﹤0.01%
34,034
-40,864
1694
$1.7M ﹤0.01%
75,889
+16,524
1695
$1.69M ﹤0.01%
9,048
-318
1696
$1.69M ﹤0.01%
68,575
-2,764
1697
$1.68M ﹤0.01%
+54,035
1698
$1.68M ﹤0.01%
58,536
+768
1699
$1.68M ﹤0.01%
38,185
-15
1700
$1.68M ﹤0.01%
54,829
+760
66 67
68
69 70