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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
451
$34.9M 0.03%
694,887
-138,156
452
$34.9M 0.03%
327,086
-18,710
453
$34.9M 0.03%
244,078
-3,806
454
$34.8M 0.03%
1,066,432
-1,879
455
$34.7M 0.03%
919,530
+129,839
456
$34.6M 0.03%
196,842
+22,277
457
$34.3M 0.03%
310,111
-15,068
458
$34.1M 0.03%
981,028
+29,680
459
$34M 0.03%
118,269
-8,797
460
$33.9M 0.03%
175,995
+13,717
461
$33.9M 0.03%
482,596
-3,867
462
$33.7M 0.03%
236,101
+9,523
463
$33.5M 0.03%
251,181
-18,596
464
$33.1M 0.03%
873,689
+19,525
465
$33.1M 0.03%
329,987
+38,994
466
$32.9M 0.03%
256,752
+13,407
467
$32.9M 0.03%
1,185,976
-54,797
468
$32.9M 0.03%
462,407
-25,514
469
$32.8M 0.03%
1,223,807
+215,057
470
$32.8M 0.03%
103,387
-609
471
$32.7M 0.03%
182,999
-7,251
472
$32.6M 0.03%
104,918
-28,778
473
$32.4M 0.03%
734,114
+4,270
474
$32.4M 0.03%
323,668
+120,768
475
$32.3M 0.03%
108,528
+1,137
17 18
19
20 21