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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
476
$32.3M 0.03%
92,015
+28,947
477
$32.3M 0.03%
212,635
-6,953
478
$32.3M 0.03%
1,226,232
+1,256
479
$32M 0.03%
712,555
+18,322
480
$32M 0.03%
647,536
+86,422
481
$32M 0.03%
611,938
+44,691
482
$31.9M 0.03%
98,696
-641,526
483
$31.8M 0.03%
598,154
+33,652
484
$31.7M 0.03%
1,621,772
+32,245
485
$31.7M 0.03%
50,280
-617
486
$31.1M 0.03%
96,331
-85
487
$31M 0.03%
99,974
+1,368
488
$31M 0.03%
847,910
+91,901
489
$31M 0.03%
339,178
+33,709
490
$30.9M 0.03%
368,795
-26,562
491
$30.8M 0.03%
648,389
+177,028
492
$30.6M 0.03%
346,316
-43,196
493
$30.5M 0.03%
152,587
-51,317
494
$30.5M 0.03%
117,486
-3,834
495
$30.4M 0.03%
881,860
-166,505
496
$30.4M 0.03%
223,771
+35,482
497
$30.1M 0.03%
276,016
-359
498
$30M 0.03%
222,399
-59,869
499
$29.9M 0.03%
1,039,232
+40,247
500
$29.8M 0.03%
95,312
-2,872
18 19
20
21 22