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
2251
$814K ﹤0.01%
18,222
-52
2252
$813K ﹤0.01%
38,841
-5,224
2253
$813K ﹤0.01%
4,862
+143
2254
$812K ﹤0.01%
9,292
+445
2255
$810K ﹤0.01%
57,637
-4,928
2256
$809K ﹤0.01%
17,423
+2,171
2257
$809K ﹤0.01%
11,386
-476
2258
$808K ﹤0.01%
8,967
+238
2259
$804K ﹤0.01%
3,875
+402
2260
$799K ﹤0.01%
7,777
+506
2261
$798K ﹤0.01%
8,814
+231
2262
$797K ﹤0.01%
12,615
-210
2263
$797K ﹤0.01%
81,217
+2,727
2264
$794K ﹤0.01%
23,439
-69,379
2265
$793K ﹤0.01%
5,710
+2,247
2266
$793K ﹤0.01%
23,719
-3,383
2267
$792K ﹤0.01%
9,788
+678
2268
$792K ﹤0.01%
23,269
-32,378
2269
$790K ﹤0.01%
44,160
-5,352
2270
$790K ﹤0.01%
21,386
-1,454
2271
$788K ﹤0.01%
20,221
-80,079
2272
$787K ﹤0.01%
2,458
+101
2273
$786K ﹤0.01%
10,938
+1,421
2274
$785K ﹤0.01%
28,028
2275
$785K ﹤0.01%
220,400
+47,400
89 90
91
92 93