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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
526
$27.6M 0.03%
186,949
+5,687
527
$27.6M 0.03%
227,309
+15,981
528
$27.1M 0.02%
143,213
+3,295
529
$26.9M 0.02%
522,574
-564
530
$26.9M 0.02%
358,142
-2,192
531
$26.7M 0.02%
53,462
-586
532
$26.7M 0.02%
742,131
+187,718
533
$26.6M 0.02%
581,952
-1,508
534
$26.6M 0.02%
275,529
+24,470
535
$26.1M 0.02%
313,440
+188,122
536
$26M 0.02%
116,810
-610
537
$25.8M 0.02%
218,237
+124,135
538
$25.7M 0.02%
373,210
+140,901
539
$25.6M 0.02%
45,443
+7,784
540
$25.5M 0.02%
143,921
-16,511
541
$25.5M 0.02%
826,541
-65,535
542
$25.4M 0.02%
415,870
+9,846
543
$25.2M 0.02%
183,009
+2,661
544
$25.2M 0.02%
321,717
+6,590
545
$25.2M 0.02%
795,941
+3,744
546
$25M 0.02%
77,965
+8,808
547
$24.9M 0.02%
96,475
+2,458
548
$24.9M 0.02%
173,416
-5,753
549
$24.9M 0.02%
158,492
-5,401
550
$24.8M 0.02%
175,886
+7,460
20 21
22
23 24