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
3576
– –
-38,789
3577
– –
-11,900
3578
– –
-20,200
3579
– –
-31,036
3580
– –
-25,839
3581
– –
-23,007
3582
– –
-4,360
3583
– –
-37,199
3584
– –
-3,818
3585
– –
-47,211
3586
– –
-16,931
3587
– –
-35,379
3588
– –
-15,150
3589
– –
-11,850
3590
– –
-10,830
3591
– –
-10,765
3592
– –
-10,795
3593
– –
-20,222
3594
– –
-18,113
3595
– –
-6,052
3596
– –
-12,459
3597
– –
-15,539
3598
– –
-202,923
3599
– –
-39,543
3600
– –
-18,942
142 143
144
145 146