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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
3401
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-66,543
3402
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-8,349
3403
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-5,592
3404
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-28,891
3405
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3406
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-5,218
3407
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-10,359
3408
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-78,491
3409
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-117,612
3410
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-6,347
3411
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3412
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-7,056
3413
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-15,172
3414
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-8,784
3415
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3416
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3417
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-169,333
3418
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3419
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3420
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3421
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-4,746
3422
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3423
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3424
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-18,107
3425
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-6,772
135 136
137
138 139