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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
351
$52.3M 0.05%
1,767,148
+25,426
352
$52.3M 0.05%
48,475
+1,039
353
$52.2M 0.05%
1,036,003
+87,603
354
$51.6M 0.05%
208,911
-44,030
355
$51.6M 0.05%
678,292
+65,055
356
$51.4M 0.05%
306,914
+8,078
357
$51.2M 0.05%
143,574
-740
358
$51M 0.05%
919,372
-227,577
359
$50.2M 0.05%
596,705
+52,135
360
$50.1M 0.05%
1,067,083
+50,355
361
$49.6M 0.05%
64,205
+6,925
362
$49.1M 0.04%
1,797,923
+786,948
363
$48.8M 0.04%
656,393
+54,605
364
$48.7M 0.04%
491,277
+2,733
365
$48.4M 0.04%
710,236
+540,196
366
$48.3M 0.04%
371,753
+85,335
367
$47.9M 0.04%
104,753
+7,621
368
$47.8M 0.04%
572,940
-269,551
369
$47.5M 0.04%
891,938
+97,694
370
$47.4M 0.04%
605,394
-226,174
371
$47.2M 0.04%
449,728
+3,984
372
$47.2M 0.04%
497,009
-195
373
$47.1M 0.04%
420,274
-20,868
374
$46.8M 0.04%
599,269
+151,279
375
$46.7M 0.04%
144,223
-1,500
13 14
15
16 17