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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
576
$22.8M 0.02%
270,670
-21,634
577
$22.5M 0.02%
548,881
+1,152
578
$22.5M 0.02%
881,415
+81,475
579
$22.4M 0.02%
366,247
+6,186
580
$22.3M 0.02%
185,232
+4,769
581
$22.3M 0.02%
318,855
+7,923
582
$22.3M 0.02%
135,258
+715
583
$22.2M 0.02%
218,137
+2,901
584
$22.2M 0.02%
85,361
+2,837
585
$22.2M 0.02%
478,568
+62,128
586
$22.2M 0.02%
26,907
+6,902
587
$22.2M 0.02%
187,378
-447
588
$22.1M 0.02%
532,252
-28,144
589
$22.1M 0.02%
237,315
+24,898
590
$22.1M 0.02%
370,099
+60,038
591
$22M 0.02%
269,341
+143,323
592
$22M 0.02%
33,844
-5,617
593
$22M 0.02%
896,385
+35,100
594
$21.9M 0.02%
42,690
+7,025
595
$21.9M 0.02%
102,153
+20,923
596
$21.9M 0.02%
802,587
+139,654
597
$21.8M 0.02%
114,759
-2,832
598
$21.7M 0.02%
100,043
-4,139
599
$21.7M 0.02%
461,301
-24,201
600
$21.6M 0.02%
728,392
+103,352
22 23
24
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