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
2201
$872K ﹤0.01%
+7,140
2202
$871K ﹤0.01%
8,830
-16
2203
$871K ﹤0.01%
47,316
-1,753
2204
$870K ﹤0.01%
43,115
-49,856
2205
$870K ﹤0.01%
4,664
-120
2206
$869K ﹤0.01%
+9,017
2207
$869K ﹤0.01%
38,032
-17,460
2208
$868K ﹤0.01%
11,394
+3,192
2209
$867K ﹤0.01%
61,081
+38,681
2210
$865K ﹤0.01%
14,953
+946
2211
$864K ﹤0.01%
7,962
-1,199
2212
$864K ﹤0.01%
20,073
-1,187
2213
$861K ﹤0.01%
13,594
-493
2214
$861K ﹤0.01%
+20,428
2215
$859K ﹤0.01%
17,838
-369
2216
$859K ﹤0.01%
13,204
-275
2217
$858K ﹤0.01%
13,678
+296
2218
$857K ﹤0.01%
57,394
+2,643
2219
$857K ﹤0.01%
7,583
+247
2220
$857K ﹤0.01%
30,749
-22,084
2221
$856K ﹤0.01%
57,645
-17,033
2222
$854K ﹤0.01%
13,103
-342
2223
$854K ﹤0.01%
21,814
+8,459
2224
$851K ﹤0.01%
57,403
+1,870
2225
$849K ﹤0.01%
28,268
-581
87 88
89
90 91