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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
301
$67.4M 0.06%
1,591,016
+112,244
302
$66.7M 0.06%
575,119
-45,852
303
$66.7M 0.06%
318,576
+108,864
304
$66.2M 0.06%
1,105,451
+24,576
305
$65.8M 0.06%
719,100
+140,497
306
$65.8M 0.06%
424,156
-37,472
307
$64.9M 0.06%
108,905
+2,836
308
$64.8M 0.06%
821,550
+52,099
309
$64.7M 0.06%
336,316
+16,423
310
$64.5M 0.06%
841,656
-53,258
311
$64.3M 0.06%
604,044
-178,389
312
$63.8M 0.06%
197,972
-47,526
313
$63.8M 0.06%
368,932
+28,135
314
$63.7M 0.06%
270,322
+48,910
315
$63.1M 0.06%
246,235
+25,269
316
$63.1M 0.06%
937,961
-82,663
317
$63M 0.06%
449,976
+2,353
318
$63M 0.06%
320,944
+8,868
319
$62.7M 0.06%
477,929
+9,474
320
$62.4M 0.06%
827,860
-26,365
321
$62.3M 0.06%
318,137
-166,401
322
$62.2M 0.06%
186,828
-11,311
323
$62.1M 0.06%
679,222
+21,451
324
$61.4M 0.06%
2,168,736
+38,462
325
$60.8M 0.06%
129,905
+77,974
11 12
13
14 15