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
2076
$1.03M ﹤0.01%
36,998
+344
2077
$1.03M ﹤0.01%
47,982
-3,521
2078
$1.03M ﹤0.01%
21,903
-245
2079
$1.03M ﹤0.01%
19,258
-1,410
2080
$1.03M ﹤0.01%
25,140
-546
2081
$1.03M ﹤0.01%
41,311
+9,867
2082
$1.03M ﹤0.01%
43,737
+5,690
2083
$1.03M ﹤0.01%
47,996
+7,901
2084
$1.03M ﹤0.01%
12,108
+3,010
2085
$1.03M ﹤0.01%
21,825
+5,003
2086
$1.03M ﹤0.01%
32,385
-1,980
2087
$1.02M ﹤0.01%
5,739
+113
2088
$1.02M ﹤0.01%
33,066
+2,105
2089
$1.02M ﹤0.01%
35,941
+1,485
2090
$1.02M ﹤0.01%
20,910
+204
2091
$1.02M ﹤0.01%
50,000
2092
$1.02M ﹤0.01%
143,830
+12,185
2093
$1.02M ﹤0.01%
35,539
+21,201
2094
$1.02M ﹤0.01%
11,352
-371
2095
$1.02M ﹤0.01%
79,549
-1,088
2096
$1.02M ﹤0.01%
7,765
+2,022
2097
$1.01M ﹤0.01%
39,340
+13,515
2098
$1.01M ﹤0.01%
40,228
+1,560
2099
$1.01M ﹤0.01%
22,791
+798
2100
$1.01M ﹤0.01%
10,845
-2,543
82 83
84
85 86