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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
251
$85.5M 0.08%
1,041,959
+9,087
252
$84.3M 0.08%
821,712
-87,363
253
$82.5M 0.08%
1,524,685
+78,199
254
$81.3M 0.07%
376,450
+46,850
255
$81M 0.07%
1,858,290
+376,594
256
$80.3M 0.07%
420,092
+27,190
257
$80.3M 0.07%
1,779,859
+23,394
258
$79.9M 0.07%
427,077
-7,556
259
$79.9M 0.07%
999,899
+133,279
260
$79.9M 0.07%
331,916
-142,755
261
$79.8M 0.07%
1,317,502
+64,867
262
$79.5M 0.07%
789,186
+262,115
263
$79.2M 0.07%
1,377,448
+76,661
264
$79.2M 0.07%
668,689
-96,738
265
$79.1M 0.07%
1,822,893
-234,129
266
$78.9M 0.07%
170,165
-2,387
267
$78.9M 0.07%
658,358
-6,028
268
$78.5M 0.07%
1,787,315
+165,044
269
$78.3M 0.07%
709,023
+78,629
270
$78.3M 0.07%
525,823
+1,654
271
$78M 0.07%
3,401,876
+35,910
272
$76.9M 0.07%
846,039
-72,635
273
$76.3M 0.07%
180,702
-12,107
274
$76M 0.07%
228,379
+82,530
275
$75.2M 0.07%
380,678
+6,137
9 10
11
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