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
1801
$1.44M ﹤0.01%
17,892
-7,218
1802
$1.44M ﹤0.01%
+19,910
1803
$1.44M ﹤0.01%
22,435
-15
1804
$1.44M ﹤0.01%
65,283
-18,370
1805
$1.44M ﹤0.01%
187,735
+4,397
1806
$1.44M ﹤0.01%
130,217
+42,157
1807
$1.43M ﹤0.01%
19,954
+1,933
1808
$1.43M ﹤0.01%
171,252
-8,964
1809
$1.43M ﹤0.01%
60,156
+2,355
1810
$1.43M ﹤0.01%
12,614
-8,212
1811
$1.43M ﹤0.01%
22,853
-83
1812
$1.43M ﹤0.01%
38,966
+1,163
1813
$1.43M ﹤0.01%
107,162
+10,818
1814
$1.43M ﹤0.01%
66,073
-10,107
1815
$1.42M ﹤0.01%
5,739
-1,125
1816
$1.42M ﹤0.01%
4,030
-160
1817
$1.42M ﹤0.01%
126,955
-87,456
1818
$1.42M ﹤0.01%
110,303
-3,360
1819
$1.42M ﹤0.01%
15,800
+46
1820
$1.42M ﹤0.01%
15,495
-2,579
1821
$1.41M ﹤0.01%
4,460
+991
1822
$1.41M ﹤0.01%
70,520
+48,515
1823
$1.41M ﹤0.01%
46,839
-3,302
1824
$1.41M ﹤0.01%
184,410
+6,331
1825
$1.41M ﹤0.01%
+40,131
71 72
73
74 75