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
1701
$1.68M ﹤0.01%
23,597
+2,074
1702
$1.68M ﹤0.01%
47,602
-41
1703
$1.68M ﹤0.01%
21,484
+352
1704
$1.68M ﹤0.01%
122,423
+335
1705
$1.67M ﹤0.01%
36,129
-52,455
1706
$1.67M ﹤0.01%
24,760
+3,840
1707
$1.66M ﹤0.01%
230,745
-5,664
1708
$1.66M ﹤0.01%
33,556
-4,575
1709
$1.66M ﹤0.01%
32,018
+3
1710
$1.66M ﹤0.01%
231,626
-22,086
1711
$1.66M ﹤0.01%
29,883
+17,703
1712
$1.66M ﹤0.01%
27,072
+16,313
1713
$1.66M ﹤0.01%
60,427
-27,235
1714
$1.65M ﹤0.01%
34,361
+1,704
1715
$1.65M ﹤0.01%
29,465
+274
1716
$1.65M ﹤0.01%
67,086
+9,993
1717
$1.65M ﹤0.01%
179,450
-101,862
1718
$1.65M ﹤0.01%
15,582
-1,030
1719
$1.64M ﹤0.01%
77,725
+4,786
1720
$1.64M ﹤0.01%
23,025
-4,818
1721
$1.64M ﹤0.01%
17,274
+577
1722
$1.63M ﹤0.01%
30,941
+148
1723
$1.63M ﹤0.01%
38,287
-2,406
1724
$1.63M ﹤0.01%
29,860
+4,990
1725
$1.63M ﹤0.01%
247,942
-55,721
67 68
69
70 71