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
2051
$1.07M ﹤0.01%
29,166
+2,466
2052
$1.07M ﹤0.01%
31,757
-2,291
2053
$1.07M ﹤0.01%
+360,089
2054
$1.06M ﹤0.01%
54,950
-5,934
2055
$1.06M ﹤0.01%
7,085
-733
2056
$1.06M ﹤0.01%
7,027
-182
2057
$1.06M ﹤0.01%
12,292
-5,595
2058
$1.06M ﹤0.01%
48,913
-204,805
2059
$1.05M ﹤0.01%
34,285
-1,325
2060
$1.05M ﹤0.01%
24,417
+1,879
2061
$1.05M ﹤0.01%
55,030
-445
2062
$1.05M ﹤0.01%
8,414
-1,194
2063
$1.05M ﹤0.01%
71,970
+17,026
2064
$1.05M ﹤0.01%
9,448
-492
2065
$1.05M ﹤0.01%
23,119
-1,269
2066
$1.04M ﹤0.01%
89,328
-91,922
2067
$1.04M ﹤0.01%
178,244
-40,879
2068
$1.04M ﹤0.01%
43,017
+3,385
2069
$1.04M ﹤0.01%
60,789
-3,614
2070
$1.04M ﹤0.01%
49,603
+18,265
2071
$1.04M ﹤0.01%
18,056
+1,774
2072
$1.04M ﹤0.01%
7,436
-88
2073
$1.04M ﹤0.01%
48,693
+1,142
2074
$1.03M ﹤0.01%
99,994
+76,440
2075
$1.03M ﹤0.01%
59,000
+15,127
81 82
83
84 85