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
2176
$901K ﹤0.01%
36,896
-1,328
2177
$900K ﹤0.01%
36,702
+2,576
2178
$899K ﹤0.01%
40,074
+1,301
2179
$898K ﹤0.01%
17,425
-223
2180
$898K ﹤0.01%
+12,989
2181
$897K ﹤0.01%
14,528
-3,588
2182
$895K ﹤0.01%
24,114
-68
2183
$893K ﹤0.01%
41,788
+1,199
2184
$893K ﹤0.01%
69,303
-2,341
2185
$892K ﹤0.01%
43,844
+2,648
2186
$892K ﹤0.01%
36,992
+4,798
2187
$890K ﹤0.01%
27,308
-48,480
2188
$890K ﹤0.01%
+47,043
2189
$889K ﹤0.01%
82,288
+17,489
2190
$887K ﹤0.01%
59,650
+42,950
2191
$886K ﹤0.01%
30,420
2192
$885K ﹤0.01%
17,646
+1,165
2193
$885K ﹤0.01%
13,101
-17,055
2194
$885K ﹤0.01%
+22,975
2195
$883K ﹤0.01%
13,936
+3,824
2196
$882K ﹤0.01%
19,748
+2,747
2197
$882K ﹤0.01%
54,102
-2,958
2198
$878K ﹤0.01%
15,846
+87
2199
$877K ﹤0.01%
14,268
+1,415
2200
$875K ﹤0.01%
31,053
+3,587
86 87
88
89 90