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
3226
$250K ﹤0.01%
10,498
+1,286
3227
$250K ﹤0.01%
+6,379
3228
$250K ﹤0.01%
75,957
+19,625
3229
$249K ﹤0.01%
16,004
+126
3230
$249K ﹤0.01%
1,268
3231
$249K ﹤0.01%
4,750
3232
$248K ﹤0.01%
5,361
+339
3233
$248K ﹤0.01%
8,860
+606
3234
$248K ﹤0.01%
21,893
-938
3235
$247K ﹤0.01%
6,639
+136
3236
$247K ﹤0.01%
1,944
-185
3237
$247K ﹤0.01%
+9,022
3238
$247K ﹤0.01%
7,595
+449
3239
$246K ﹤0.01%
15,397
+659
3240
$246K ﹤0.01%
5,176
+46
3241
$244K ﹤0.01%
4,511
+777
3242
$244K ﹤0.01%
6,855
+78
3243
$243K ﹤0.01%
5,648
+616
3244
$242K ﹤0.01%
105,869
3245
$242K ﹤0.01%
1,363
-43
3246
$242K ﹤0.01%
17,081
+3,332
3247
$241K ﹤0.01%
5,217
-2
3248
$240K ﹤0.01%
9,176
+238
3249
$239K ﹤0.01%
26,302
-3,849
3250
$238K ﹤0.01%
3,559
+2
128 129
130
131 132