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
2276
$784K ﹤0.01%
391,875
+5,035
2277
$783K ﹤0.01%
64,191
-1,442
2278
$783K ﹤0.01%
8,415
-1,391
2279
$779K ﹤0.01%
2,973
-16
2280
$779K ﹤0.01%
4,493
+175
2281
$778K ﹤0.01%
10,018
-4,865
2282
$778K ﹤0.01%
26,139
-2,274
2283
$777K ﹤0.01%
8,861
-6,174
2284
$774K ﹤0.01%
20,951
-5,593
2285
$772K ﹤0.01%
18,369
-19,380
2286
$771K ﹤0.01%
15,903
+125
2287
$770K ﹤0.01%
71,643
-7,108
2288
$770K ﹤0.01%
+34,093
2289
$767K ﹤0.01%
5,297
+58
2290
$765K ﹤0.01%
+7,346
2291
$764K ﹤0.01%
+16,514
2292
$764K ﹤0.01%
+62,944
2293
$764K ﹤0.01%
41,799
-5,382
2294
$759K ﹤0.01%
46,157
-798
2295
$759K ﹤0.01%
6,719
+1,402
2296
$758K ﹤0.01%
16,839
+2,853
2297
$757K ﹤0.01%
14,663
+601
2298
$757K ﹤0.01%
37,227
-9,547
2299
$755K ﹤0.01%
2,888
-2,021
2300
$754K ﹤0.01%
27,851
+1,095
90 91
92
93 94