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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
401
$43.3M 0.04%
234,713
-27,761
402
$42.6M 0.04%
516,197
-1,788
403
$42.3M 0.04%
300,242
-5,220
404
$42.2M 0.04%
1,705,322
-73,615
405
$42.1M 0.04%
296,469
+14,694
406
$41.8M 0.04%
324,394
+75,387
407
$41.7M 0.04%
244,442
-14,724
408
$41.4M 0.04%
83,978
+10,464
409
$41.3M 0.04%
822,374
+256,631
410
$40.9M 0.04%
438,545
+27,119
411
$40.9M 0.04%
610,903
+240,390
412
$40.8M 0.04%
603,363
+2,213
413
$40.8M 0.04%
228,015
+22,284
414
$40.7M 0.04%
366,213
+33,560
415
$40.7M 0.04%
421,367
-2,431
416
$40.6M 0.04%
456,910
+10,618
417
$40.6M 0.04%
803,453
+97,757
418
$40.6M 0.04%
136,275
+1,591
419
$40.1M 0.04%
511,108
-59,504
420
$40.1M 0.04%
2,199,004
+20,138
421
$40M 0.04%
317,876
+98,994
422
$40M 0.04%
544,370
-5,019
423
$39.7M 0.04%
315,406
-3,285
424
$39.1M 0.04%
474,408
-3,392
425
$38.9M 0.04%
844,525
+54,402
15 16
17
18 19