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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$178M
2
+$149M
3
+$71.2M
4
BHVN
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
+$53M
5
AMZN icon
Amazon
AMZN
+$48.6M

Top Sells

1
+$132M
2
+$106M
3
+$98.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$73.8M
5
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$64.3M

Sector Composition

1 Technology 17.12%
2 Healthcare 11.2%
3 Financials 9.97%
4 Industrials 8.94%
5 Consumer Discretionary 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3301
– –
-7,761
3302
– –
-5,017
3303
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-2,866
3304
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-11,377
3305
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-24,594
3306
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-28,730
3307
– –
-8,533
3308
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-33,670
3309
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-23,601
3310
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-41,539
3311
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-17,550
3312
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-96,052
3313
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-16,306
3314
– –
-3,737
3315
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-7,255
3316
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3317
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-5,847
3318
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-5,499
3319
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-215,334
3320
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-12,757
3321
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-12,500
3322
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-11,444
3323
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-50,185
3324
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-560
3325
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-2,369
131 132
133
134 135