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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
$110B
AUM Growth
+$6.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,676
New
Increased
Reduced
Closed

Top Buys

1
+$320M
2
+$288M
3
+$264M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$106M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$97.9M

Top Sells

1
+$444M
2
+$326M
3
+$222M
4
ELV icon
Elevance Health
ELV
+$200M
5
APH icon
Amphenol
APH
+$169M

Sector Composition

1 Technology 21.13%
2 Financials 9.59%
3 Industrials 9.46%
4 Healthcare 6.94%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$96.1M 0.09%
1,191,906
-47,636
227
$96M 0.09%
1,134,560
+61,011
228
$95.3M 0.09%
1,007,544
+95,936
229
$95M 0.09%
2,423,071
+180,394
230
$94.7M 0.09%
3,351,735
-80,369
231
$94.2M 0.09%
775,850
+61,438
232
$94.1M 0.09%
1,854,612
+192,290
233
$93.2M 0.09%
669,405
-77,296
234
$93M 0.08%
923,312
+181,312
235
$91.5M 0.08%
99,322
-6,011
236
$91.3M 0.08%
819,413
-95,662
237
$91.2M 0.08%
541,139
+63,997
238
$91M 0.08%
1,347,407
-6,127
239
$90.9M 0.08%
2,126,866
+73,708
240
$90.8M 0.08%
875,687
-32,091
241
$90.5M 0.08%
2,024,880
-19,034
242
$90.3M 0.08%
1,176,763
+28,910
243
$89.9M 0.08%
1,563,860
-50,267
244
$89.2M 0.08%
1,791,007
+490,938
245
$88.6M 0.08%
976,236
-14,057
246
$87.9M 0.08%
1,295,811
-194,438
247
$87.6M 0.08%
256,728
+3,640
248
$87.1M 0.08%
1,393,853
+4,708
249
$86.7M 0.08%
625,754
-28,770
250
$85.7M 0.08%
1,122,275
-44,973
8 9
10
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