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
2376
$685K ﹤0.01%
4,704
-287
2377
$684K ﹤0.01%
13,687
+1,860
2378
$684K ﹤0.01%
73,521
-307
2379
$683K ﹤0.01%
63,860
-25,506
2380
$683K ﹤0.01%
13,600
+794
2381
$682K ﹤0.01%
16,562
2382
$682K ﹤0.01%
13,357
-7,183
2383
$682K ﹤0.01%
41,570
+1,976
2384
$682K ﹤0.01%
34,547
+253
2385
$681K ﹤0.01%
15,593
-198
2386
$681K ﹤0.01%
11,633
+38
2387
$681K ﹤0.01%
13,212
+783
2388
$681K ﹤0.01%
+8,282
2389
$678K ﹤0.01%
+34,624
2390
$677K ﹤0.01%
30,133
+2,662
2391
$676K ﹤0.01%
+37,950
2392
$676K ﹤0.01%
8,755
+78
2393
$674K ﹤0.01%
8,317
+32
2394
$673K ﹤0.01%
52,932
-332
2395
$672K ﹤0.01%
26,112
-107
2396
$672K ﹤0.01%
32,020
+11,629
2397
$668K ﹤0.01%
22,445
-333
2398
$668K ﹤0.01%
26,000
2399
$667K ﹤0.01%
33,677
-3,234
2400
$667K ﹤0.01%
18,230
+2,885
94 95
96
97 98