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
2226
$848K ﹤0.01%
+60,772
2227
$845K ﹤0.01%
35,710
+20,374
2228
$844K ﹤0.01%
11,363
-386
2229
$843K ﹤0.01%
31,379
-91
2230
$842K ﹤0.01%
13,824
+3,828
2231
$842K ﹤0.01%
40,626
-1,944
2232
$840K ﹤0.01%
27,713
+18,089
2233
$839K ﹤0.01%
43,909
+1,058
2234
$837K ﹤0.01%
9,293
-700
2235
$836K ﹤0.01%
9,532
-20
2236
$833K ﹤0.01%
20,610
-19,333
2237
$831K ﹤0.01%
46,750
+4,463
2238
$831K ﹤0.01%
+47,264
2239
$829K ﹤0.01%
37,260
+1,534
2240
$829K ﹤0.01%
4,734
+1,798
2241
$828K ﹤0.01%
4,075
+3,600
2242
$827K ﹤0.01%
20,268
+8,342
2243
$827K ﹤0.01%
7,299
-254
2244
$825K ﹤0.01%
79,123
+20,473
2245
$823K ﹤0.01%
8,713
+893
2246
$823K ﹤0.01%
16,095
+380
2247
$822K ﹤0.01%
34,624
-1,724
2248
$821K ﹤0.01%
18,058
-7
2249
$820K ﹤0.01%
11,832
-246,949
2250
$817K ﹤0.01%
59,756
+3,553
88 89
90
91 92