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
1901
$1.28M ﹤0.01%
53,909
+6,042
1902
$1.27M ﹤0.01%
12,371
-12
1903
$1.27M ﹤0.01%
22,725
-666
1904
$1.26M ﹤0.01%
67,722
-1,123
1905
$1.26M ﹤0.01%
35,562
-33,877
1906
$1.26M ﹤0.01%
66,040
+30,620
1907
$1.26M ﹤0.01%
27,464
-174
1908
$1.26M ﹤0.01%
76,740
+12,178
1909
$1.25M ﹤0.01%
27,060
-2,448
1910
$1.25M ﹤0.01%
38,787
-30,300
1911
$1.25M ﹤0.01%
31,885
+5,725
1912
$1.24M ﹤0.01%
58,673
-7,386
1913
$1.24M ﹤0.01%
262,772
-19,108
1914
$1.24M ﹤0.01%
120,000
1915
$1.23M ﹤0.01%
106,961
-2,240
1916
$1.23M ﹤0.01%
19,700
+2,768
1917
$1.23M ﹤0.01%
16,710
+265
1918
$1.23M ﹤0.01%
9,262
-677
1919
$1.23M ﹤0.01%
+27,602
1920
$1.23M ﹤0.01%
114,831
+1,733
1921
$1.23M ﹤0.01%
4,059
+68
1922
$1.23M ﹤0.01%
10,233
-7,844
1923
$1.23M ﹤0.01%
83,933
+14,018
1924
$1.22M ﹤0.01%
48,448
+231
1925
$1.22M ﹤0.01%
29,193
+2,357
75 76
77
78 79