We are live on ! Find out more
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
276
$74.7M 0.07%
874,799
-7,922
277
$74.1M 0.07%
920,725
-46,365
278
$73.9M 0.07%
211,537
-3,207
279
$73.8M 0.07%
102,739
+5,714
280
$72.7M 0.07%
378,525
+14,307
281
$72.5M 0.07%
198,378
+8,975
282
$72.3M 0.07%
468,608
-21,233
283
$71.8M 0.07%
282,522
-6,994
284
$71.6M 0.07%
851,137
-1,581
285
$71.1M 0.06%
439,279
-8,182
286
$71M 0.06%
215,845
+21,229
287
$70.9M 0.06%
965,564
+29,917
288
$70.8M 0.06%
339,403
+7,571
289
$70.8M 0.06%
1,417,737
+53,743
290
$70.8M 0.06%
507,727
-45,305
291
$70.8M 0.06%
1,055,569
-44,993
292
$70.8M 0.06%
116,154
-1,486
293
$70.5M 0.06%
1,387,703
+175,718
294
$70M 0.06%
1,397,145
+90,052
295
$69.8M 0.06%
52,954
-1,856
296
$69.8M 0.06%
228,494
-7,480
297
$69.8M 0.06%
745,294
+70,594
298
$69.7M 0.06%
2,182,875
+57,878
299
$67.8M 0.06%
361,445
-10,608
300
$67.6M 0.06%
847,057
+31,517
10 11
12
13 14