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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
551
$24.8M 0.02%
220,373
+8,395
552
$24.7M 0.02%
1,016,800
+104,359
553
$24.7M 0.02%
483,066
+59,415
554
$24.6M 0.02%
608,787
-51,955
555
$24.5M 0.02%
168,193
+40,974
556
$24.3M 0.02%
595,273
+200,381
557
$24.2M 0.02%
151,293
-1,759
558
$24.1M 0.02%
317,518
-7,078
559
$24M 0.02%
829,845
+522
560
$23.9M 0.02%
1,272,721
+28,933
561
$23.9M 0.02%
70,884
+13,223
562
$23.7M 0.02%
666,275
-50,138
563
$23.7M 0.02%
37,025
+1,621
564
$23.6M 0.02%
783,238
+741,538
565
$23.5M 0.02%
10,061
+156
566
$23.4M 0.02%
526,350
-13,224
567
$23.3M 0.02%
80,766
+4,940
568
$23.3M 0.02%
163,336
+91,200
569
$23.2M 0.02%
500,657
+63,145
570
$23.2M 0.02%
323,868
-11,301
571
$23.1M 0.02%
110,202
+4,461
572
$23M 0.02%
79,602
+1,399
573
$23M 0.02%
419,455
-954
574
$22.9M 0.02%
464,716
+13,789
575
$22.9M 0.02%
878,260
+99,204
21 22
23
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