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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
426
$38.8M 0.04%
126,015
-3,971
427
$38.5M 0.04%
973,079
+125,897
428
$38.3M 0.03%
267,391
+1,631
429
$38.3M 0.03%
1,518,938
+930,972
430
$38.2M 0.03%
885,021
-1,805
431
$38.2M 0.03%
971,177
+875
432
$38.1M 0.03%
177,428
-2,276
433
$38.1M 0.03%
161,248
+51,776
434
$38M 0.03%
570,196
+26,113
435
$37.9M 0.03%
421,237
-26,385
436
$37.5M 0.03%
281,619
+38,061
437
$37.5M 0.03%
140,201
+5,783
438
$37.1M 0.03%
197,731
+15,823
439
$36.5M 0.03%
683,944
+24,196
440
$36.5M 0.03%
121,565
-7,503
441
$36.5M 0.03%
916,524
+408,997
442
$36.4M 0.03%
376,364
+66,285
443
$36.3M 0.03%
61,947
+9,714
444
$35.5M 0.03%
692,616
+44,460
445
$35.3M 0.03%
709,927
+160,172
446
$35.3M 0.03%
156,422
+31,685
447
$35.2M 0.03%
71,643
-5,459
448
$35.2M 0.03%
232,902
+33,289
449
$35M 0.03%
125,122
-5,225
450
$34.9M 0.03%
163,434
+8,406
16 17
18
19 20