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
1776
$1.5M ﹤0.01%
29,990
+4,864
1777
$1.5M ﹤0.01%
56,912
-50,599
1778
$1.5M ﹤0.01%
67,361
+9,498
1779
$1.5M ﹤0.01%
27,203
-6,929
1780
$1.5M ﹤0.01%
21,492
-4,376
1781
$1.49M ﹤0.01%
13,190
-2,878
1782
$1.49M ﹤0.01%
88,464
+965
1783
$1.49M ﹤0.01%
23,057
-2,244
1784
$1.49M ﹤0.01%
99,811
+42,983
1785
$1.49M ﹤0.01%
31,114
-30,634
1786
$1.48M ﹤0.01%
17,807
+267
1787
$1.48M ﹤0.01%
+111,500
1788
$1.47M ﹤0.01%
63,952
+3,231
1789
$1.47M ﹤0.01%
29,113
+1,156
1790
$1.47M ﹤0.01%
63,478
+24,054
1791
$1.47M ﹤0.01%
58,565
-29,138
1792
$1.47M ﹤0.01%
7,592
+2,454
1793
$1.47M ﹤0.01%
37,280
-4,479
1794
$1.46M ﹤0.01%
11,376
-381
1795
$1.46M ﹤0.01%
72,029
+3,998
1796
$1.45M ﹤0.01%
91,434
+75,370
1797
$1.45M ﹤0.01%
20,438
-88,331
1798
$1.45M ﹤0.01%
+45,748
1799
$1.44M ﹤0.01%
63,525
+652
1800
$1.44M ﹤0.01%
44,189
+35,812
70 71
72
73 74