Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
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 icon
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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-169,333
3402
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-21,852
3403
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-143,869
3404
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-12,009
3405
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-4,746
3406
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-15,452
3407
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-12,687
3408
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3409
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-6,772
3410
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-11,088
3411
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-2,091
3412
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-25,233
3413
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-34,800
3414
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3415
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3416
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3417
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3418
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3419
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3420
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3421
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-899
3422
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3423
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3424
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-6,841
3425
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-10,500
135 136
137
138 139