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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
501
$29.6M 0.03%
119,934
+7,081
502
$29.6M 0.03%
1,023,863
+6,291
503
$29.6M 0.03%
556,188
+164,615
504
$29.5M 0.03%
624,208
-23,007
505
$29.3M 0.03%
107,875
+58,948
506
$29.2M 0.03%
296,570
+32,732
507
$29.2M 0.03%
328,190
+290,835
508
$29.2M 0.03%
471,237
+58,195
509
$29.2M 0.03%
654,401
+178,600
510
$29M 0.03%
849,232
+131,587
511
$29M 0.03%
1,820,163
-20,369
512
$28.9M 0.03%
308,515
-80,145
513
$28.8M 0.03%
146,993
+10,909
514
$28.8M 0.03%
726,391
+16,215
515
$28.7M 0.03%
817,369
-236,622
516
$28.6M 0.03%
823,785
+384,372
517
$28.4M 0.03%
297,536
-32,038
518
$28.4M 0.03%
125,101
-3,391
519
$28.3M 0.03%
233,963
+27,663
520
$28.3M 0.03%
760,697
+10,192
521
$28.2M 0.03%
434,265
+170,755
522
$28.2M 0.03%
104,323
+6,200
523
$28M 0.03%
436,402
-38,961
524
$28M 0.03%
603,505
-6,260
525
$27.8M 0.03%
305,844
+128,745
19 20
21
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