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
2451
$616K ﹤0.01%
23,085
+5,734
2452
$613K ﹤0.01%
53,384
-77,741
2453
$611K ﹤0.01%
12,792
+7,437
2454
$610K ﹤0.01%
8,919
-16
2455
$610K ﹤0.01%
51,463
+24,921
2456
$610K ﹤0.01%
6,393
-1,555
2457
$609K ﹤0.01%
8,850
+300
2458
$607K ﹤0.01%
11,356
-1,901
2459
$607K ﹤0.01%
9,981
+3,393
2460
$605K ﹤0.01%
99,567
2461
$605K ﹤0.01%
15,931
-3,915
2462
$605K ﹤0.01%
34,920
+4,650
2463
$604K ﹤0.01%
68,788
+12,991
2464
$604K ﹤0.01%
4,168
+945
2465
$603K ﹤0.01%
18,382
+66
2466
$602K ﹤0.01%
22,340
+11,766
2467
$602K ﹤0.01%
50,424
+14,961
2468
$601K ﹤0.01%
21,550
-57,679
2469
$600K ﹤0.01%
+20,890
2470
$600K ﹤0.01%
25,934
-126
2471
$599K ﹤0.01%
30,740
+712
2472
$598K ﹤0.01%
16,768
-1,288
2473
$597K ﹤0.01%
14,884
+1,905
2474
$594K ﹤0.01%
11,169
2475
$594K ﹤0.01%
25,727
-2,084
97 98
99
100 101