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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
376
$46.4M 0.04%
980,388
+610,346
377
$46.2M 0.04%
401,994
-112,490
378
$46.2M 0.04%
155,933
-2,343
379
$46M 0.04%
116,102
-6,247
380
$45.8M 0.04%
257,290
+21,291
381
$45.8M 0.04%
767,789
+21,706
382
$45.8M 0.04%
152,841
+37,362
383
$45.8M 0.04%
665,310
+45,889
384
$45.6M 0.04%
112,821
+10,581
385
$45.5M 0.04%
1,331,152
+861,099
386
$45.2M 0.04%
327,845
+8,314
387
$45.1M 0.04%
161,621
-16,265
388
$44.8M 0.04%
2,103,054
+1,407,035
389
$44.7M 0.04%
476,311
+83,182
390
$44.4M 0.04%
320,369
-4,903
391
$44.4M 0.04%
328,585
+12,519
392
$44.4M 0.04%
202,368
+4,833
393
$44.4M 0.04%
899,050
-75,618
394
$44.2M 0.04%
402,187
+30,331
395
$44.1M 0.04%
134,966
-10,897
396
$44M 0.04%
652,694
-21,173
397
$44M 0.04%
307,023
-58,798
398
$43.9M 0.04%
397,501
+27,731
399
$43.9M 0.04%
1,307,528
-225,527
400
$43.7M 0.04%
259,162
+6,160
14 15
16
17 18