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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
26
$629M 0.57%
1,260,154
+4,476
27
$624M 0.57%
3,019,690
+91,535
28
$603M 0.55%
790,167
-36,583
29
$591M 0.54%
984,813
+14,359
30
$589M 0.54%
4,915,910
+90,080
31
$582M 0.53%
6,110,875
+138,994
32
$582M 0.53%
9,705,665
+1,825,184
33
$575M 0.52%
8,667,137
+74,226
34
$573M 0.52%
2,473,152
-27,294
35
$567M 0.52%
2,298,151
+356,861
36
$542M 0.49%
1,448,117
+24,045
37
$541M 0.49%
2,943,507
-14,339
38
$534M 0.49%
2,260,464
-79,771
39
$526M 0.48%
4,493,392
-557,516
40
$526M 0.48%
1,790,607
-43,894
41
$502M 0.46%
3,229,668
+32,963
42
$495M 0.45%
3,998,310
-1,536,085
43
$490M 0.45%
2,219,155
-15,992
44
$485M 0.44%
965,454
-10,736
45
$463M 0.42%
2,294,938
+39,794
46
$454M 0.41%
3,143,773
-27,678
47
$453M 0.41%
4,020,511
-186,364
48
$450M 0.41%
1,724,479
-27,602
49
$449M 0.41%
1,644,837
+13,887
50
$447M 0.41%
785,377
+53,082
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