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
3426
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-65,946
3427
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3429
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3430
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3434
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3437
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3438
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3440
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3441
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3442
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3444
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3445
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3446
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3447
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3448
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3449
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-42,272
3450
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-10,189
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