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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
3351
– –
-17,481
3352
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-4,319
3353
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-14,286
3354
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-123,698
3355
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3356
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-11,689
3357
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-3,348
3358
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-15,652
3359
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-24,823
3360
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-14,625
3361
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-5,581
3362
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-22,573
3363
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-18,388
3364
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-566
3365
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-77,707
3366
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-17,200
3367
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-4,166
3368
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-15,928
3369
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-96,713
3370
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-2,203
3371
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-12,467
3372
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-8,929
3373
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-39,590
3374
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-76,155
3375
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-5,812
133 134
135
136 137