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
2326
$732K ﹤0.01%
+19,054
2327
$731K ﹤0.01%
7,356
+1,599
2328
$731K ﹤0.01%
28,436
-55,722
2329
$727K ﹤0.01%
+41,178
2330
$727K ﹤0.01%
+58,590
2331
$727K ﹤0.01%
+16,102
2332
$726K ﹤0.01%
38,651
+860
2333
$726K ﹤0.01%
9,146
-2,025
2334
$725K ﹤0.01%
8,103
-84
2335
$724K ﹤0.01%
15,001
+187
2336
$722K ﹤0.01%
42,271
-149
2337
$719K ﹤0.01%
61,408
-25,038
2338
$718K ﹤0.01%
21,736
+1,737
2339
$717K ﹤0.01%
22,464
-1,656
2340
$713K ﹤0.01%
6,215
+1,575
2341
$713K ﹤0.01%
8,346
-2,057
2342
$713K ﹤0.01%
10,041
+1,317
2343
$712K ﹤0.01%
10,342
+2,848
2344
$709K ﹤0.01%
+8,885
2345
$708K ﹤0.01%
59,324
-195
2346
$707K ﹤0.01%
57,649
-1,481
2347
$706K ﹤0.01%
13,568
+1,095
2348
$706K ﹤0.01%
16,811
+2,157
2349
$706K ﹤0.01%
36,260
+401
2350
$705K ﹤0.01%
115,704
-3,841
92 93
94
95 96