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
1726
$1.63M ﹤0.01%
+125,711
1727
$1.62M ﹤0.01%
87,272
+9,688
1728
$1.61M ﹤0.01%
28,825
+2,889
1729
$1.61M ﹤0.01%
2,312
+77
1730
$1.61M ﹤0.01%
73,490
-1,306
1731
$1.61M ﹤0.01%
58,639
-87
1732
$1.6M ﹤0.01%
42,991
+3,221
1733
$1.59M ﹤0.01%
29,191
+2,494
1734
$1.59M ﹤0.01%
14,124
-62
1735
$1.58M ﹤0.01%
33,044
+7,237
1736
$1.58M ﹤0.01%
61,100
+100
1737
$1.58M ﹤0.01%
33,817
+2,378
1738
$1.58M ﹤0.01%
19,645
-8,628
1739
$1.58M ﹤0.01%
37,651
+126
1740
$1.58M ﹤0.01%
37,887
-4,251
1741
$1.58M ﹤0.01%
5,224
-1,644
1742
$1.57M ﹤0.01%
21,273
+745
1743
$1.57M ﹤0.01%
182,505
-38,476
1744
$1.57M ﹤0.01%
51,676
+654
1745
$1.57M ﹤0.01%
19,485
+398
1746
$1.57M ﹤0.01%
32,171
+1,884
1747
$1.57M ﹤0.01%
382
-9
1748
$1.56M ﹤0.01%
20,296
+4,719
1749
$1.56M ﹤0.01%
64,179
-111
1750
$1.56M ﹤0.01%
+100,973
68 69
70
71 72