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
2426
$649K ﹤0.01%
31,607
+7,276
2427
$648K ﹤0.01%
30,835
-2,340
2428
$648K ﹤0.01%
83,775
-6,092
2429
$647K ﹤0.01%
97,238
+13,232
2430
$644K ﹤0.01%
9,690
-208
2431
$644K ﹤0.01%
7,701
+1,607
2432
$643K ﹤0.01%
12,131
+184
2433
$640K ﹤0.01%
12,409
-438
2434
$639K ﹤0.01%
+23,692
2435
$637K ﹤0.01%
78,799
-3,991
2436
$637K ﹤0.01%
19,712
-93
2437
$636K ﹤0.01%
2,107
-26
2438
$636K ﹤0.01%
10,789
-426
2439
$635K ﹤0.01%
15,458
-63,085
2440
$633K ﹤0.01%
16,950
+1,097
2441
$631K ﹤0.01%
14,429
+162
2442
$627K ﹤0.01%
7,838
+494
2443
$627K ﹤0.01%
30,197
-15,125
2444
$626K ﹤0.01%
23,287
-30,897
2445
$626K ﹤0.01%
78,225
+332
2446
$626K ﹤0.01%
19,746
+1,577
2447
$626K ﹤0.01%
16,259
-25
2448
$621K ﹤0.01%
8,999
+192
2449
$619K ﹤0.01%
39,171
+11,222
2450
$617K ﹤0.01%
24,797
-13,191
96 97
98
99 100