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
2101
$1.01M ﹤0.01%
99,287
+6,390
2102
$1M ﹤0.01%
33,050
+4,734
2103
$1M ﹤0.01%
13,955
-260
2104
$1M ﹤0.01%
16,718
-3,020
2105
$1M ﹤0.01%
33,228
+321
2106
$1M ﹤0.01%
12,684
+922
2107
$1M ﹤0.01%
46,790
+15,750
2108
$1M ﹤0.01%
56,886
+14,981
2109
$995K ﹤0.01%
11,632
-250
2110
$994K ﹤0.01%
11,867
+2,193
2111
$994K ﹤0.01%
43,368
+320
2112
$993K ﹤0.01%
12,734
-67,802
2113
$990K ﹤0.01%
62,639
+3,204
2114
$989K ﹤0.01%
21,509
+16
2115
$988K ﹤0.01%
11,096
+467
2116
$987K ﹤0.01%
27,202
+11,936
2117
$985K ﹤0.01%
+190,977
2118
$984K ﹤0.01%
7,020
+1,794
2119
$983K ﹤0.01%
9,759
+890
2120
$983K ﹤0.01%
6,437
+350
2121
$983K ﹤0.01%
43,277
+3,529
2122
$980K ﹤0.01%
+90
2123
$980K ﹤0.01%
37,480
+7,641
2124
$979K ﹤0.01%
55,856
+4,044
2125
$970K ﹤0.01%
51,325
+1,040
83 84
85
86 87