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
2126
$969K ﹤0.01%
142,355
-77,200
2127
$966K ﹤0.01%
183,712
-15,321
2128
$964K ﹤0.01%
19,893
-7,382
2129
$963K ﹤0.01%
65,397
+47
2130
$960K ﹤0.01%
65,886
2131
$958K ﹤0.01%
43,009
-3,401
2132
$954K ﹤0.01%
49,591
-10,790
2133
$949K ﹤0.01%
28,169
+741
2134
$948K ﹤0.01%
17,935
-565
2135
$948K ﹤0.01%
212,164
-108,572
2136
$947K ﹤0.01%
46,308
+4,828
2137
$946K ﹤0.01%
27,673
+3,778
2138
$946K ﹤0.01%
13,293
-18,582
2139
$945K ﹤0.01%
18,399
+5,281
2140
$945K ﹤0.01%
60,755
+140
2141
$942K ﹤0.01%
5,973
-323
2142
$942K ﹤0.01%
44,395
+1,036
2143
$942K ﹤0.01%
24,979
-3,943
2144
$941K ﹤0.01%
30,723
-8,826
2145
$940K ﹤0.01%
67,995
-1,467
2146
$938K ﹤0.01%
64,394
-1,281
2147
$936K ﹤0.01%
40,872
+5,568
2148
$935K ﹤0.01%
47,497
-160,467
2149
$935K ﹤0.01%
116,452
-1,338
2150
$932K ﹤0.01%
23,561
-39
84 85
86
87 88