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
2151
$930K ﹤0.01%
23,170
+285
2152
$924K ﹤0.01%
22,626
+1,784
2153
$923K ﹤0.01%
12,870
+155
2154
$920K ﹤0.01%
33,385
-212
2155
$919K ﹤0.01%
21,527
+7,895
2156
$918K ﹤0.01%
20,180
-518
2157
$917K ﹤0.01%
+49,267
2158
$917K ﹤0.01%
38,088
+3,613
2159
$916K ﹤0.01%
16,049
+4,309
2160
$916K ﹤0.01%
42,875
+1,554
2161
$916K ﹤0.01%
8,630
+949
2162
$915K ﹤0.01%
14,542
+3,772
2163
$911K ﹤0.01%
292,840
+30,147
2164
$910K ﹤0.01%
8,106
+127
2165
$910K ﹤0.01%
13,765
+6,850
2166
$910K ﹤0.01%
9,203
+1,536
2167
$909K ﹤0.01%
39,195
+8,867
2168
$909K ﹤0.01%
76,811
-141,172
2169
$906K ﹤0.01%
18,694
-8,014
2170
$905K ﹤0.01%
7,590
+2,362
2171
$905K ﹤0.01%
61,683
+11,147
2172
$904K ﹤0.01%
12,810
-12,706
2173
$904K ﹤0.01%
10,025
+560
2174
$903K ﹤0.01%
10,547
+496
2175
$902K ﹤0.01%
50,854
85 86
87
88 89