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
1876
$1.32M ﹤0.01%
6,959
+735
1877
$1.32M ﹤0.01%
26,707
+54
1878
$1.32M ﹤0.01%
38,135
-955
1879
$1.31M ﹤0.01%
3,881
-77
1880
$1.31M ﹤0.01%
5,527
-240
1881
$1.31M ﹤0.01%
37,167
+12,698
1882
$1.31M ﹤0.01%
101,891
+21,975
1883
$1.31M ﹤0.01%
59,364
+700
1884
$1.31M ﹤0.01%
17,239
+1,448
1885
$1.3M ﹤0.01%
62,421
+1,003
1886
$1.3M ﹤0.01%
48,325
+1,602
1887
$1.3M ﹤0.01%
27,123
+3,951
1888
$1.3M ﹤0.01%
17,426
+6,900
1889
$1.3M ﹤0.01%
56,505
+6,311
1890
$1.29M ﹤0.01%
98,722
+40,761
1891
$1.29M ﹤0.01%
136,488
+58,783
1892
$1.29M ﹤0.01%
31,147
+1,042
1893
$1.29M ﹤0.01%
13,785
+892
1894
$1.29M ﹤0.01%
+20,431
1895
$1.29M ﹤0.01%
40,965
+4,444
1896
$1.28M ﹤0.01%
23,240
+5,018
1897
$1.28M ﹤0.01%
18,062
-20
1898
$1.28M ﹤0.01%
51,198
+3,680
1899
$1.28M ﹤0.01%
18,322
-115
1900
$1.28M ﹤0.01%
49,200
+7,221
74 75
76
77 78