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
1751
$1.56M ﹤0.01%
34,436
+721
1752
$1.56M ﹤0.01%
23,383
-93
1753
$1.55M ﹤0.01%
73,736
+9,988
1754
$1.55M ﹤0.01%
97,473
+1,175
1755
$1.55M ﹤0.01%
9,011
-180
1756
$1.55M ﹤0.01%
45,168
+644
1757
$1.55M ﹤0.01%
18,274
-19,886
1758
$1.55M ﹤0.01%
59,536
+495
1759
$1.55M ﹤0.01%
143,013
+2,723
1760
$1.55M ﹤0.01%
55,773
+18,492
1761
$1.54M ﹤0.01%
23,598
+4,595
1762
$1.54M ﹤0.01%
44,298
+849
1763
$1.53M ﹤0.01%
95,817
+10,367
1764
$1.53M ﹤0.01%
16,934
-2,589
1765
$1.53M ﹤0.01%
18,801
+1,157
1766
$1.52M ﹤0.01%
25,710
+13,820
1767
$1.52M ﹤0.01%
16,748
+1,254
1768
$1.52M ﹤0.01%
17,514
+5,176
1769
$1.52M ﹤0.01%
25,450
+1,280
1770
$1.52M ﹤0.01%
55,693
+32,392
1771
$1.52M ﹤0.01%
153,352
-5,355
1772
$1.51M ﹤0.01%
72,788
-564
1773
$1.51M ﹤0.01%
18,956
+2,274
1774
$1.51M ﹤0.01%
+9,620
1775
$1.5M ﹤0.01%
31,752
-11,809
69 70
71
72 73