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
326
$60.6M 0.06%
2,221,462
-21,640
327
$60.4M 0.06%
824,506
+62,240
328
$58.4M 0.05%
786,221
-34,159
329
$58M 0.05%
609,963
+91,128
330
$58M 0.05%
794,437
+73,848
331
$57.6M 0.05%
387,811
-7,995
332
$57.4M 0.05%
2,219,215
+76,224
333
$57.3M 0.05%
590,025
-57,082
334
$57.2M 0.05%
184,806
-30,969
335
$56.4M 0.05%
414,488
-30,058
336
$56.3M 0.05%
744,478
-24,151
337
$55.8M 0.05%
142,529
+40,984
338
$55.2M 0.05%
494,240
-39,350
339
$54.6M 0.05%
210,391
-4,682
340
$54.5M 0.05%
2,400,741
+206,495
341
$54.1M 0.05%
641,273
+84,185
342
$53.9M 0.05%
1,429,266
+32,010
343
$53.3M 0.05%
1,359,445
-440
344
$53.2M 0.05%
2,608,900
-26,368
345
$53.2M 0.05%
924,507
+10,547
346
$53M 0.05%
193,353
+16,106
347
$52.7M 0.05%
4,624,198
-349,095
348
$52.6M 0.05%
75,377
+6,474
349
$52.5M 0.05%
1,078,148
+10,362
350
$52.5M 0.05%
1,132,906
+98,477
12 13
14
15 16