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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
601
$21.5M 0.02%
112,942
-2,722
602
$21.5M 0.02%
717,105
+4,178
603
$21.5M 0.02%
1,091,658
+31,060
604
$21.4M 0.02%
40,478
-4,982
605
$21.3M 0.02%
78,698
+2,915
606
$21.3M 0.02%
149,742
+11,403
607
$21.2M 0.02%
474,597
+3,115
608
$21.1M 0.02%
204,120
+14,748
609
$21.1M 0.02%
221,467
+56,031
610
$21M 0.02%
108,522
+16,632
611
$21M 0.02%
49,144
-1,183
612
$20.8M 0.02%
359,641
-30,642
613
$20.8M 0.02%
404,018
-15,328
614
$20.7M 0.02%
853,815
+2,201
615
$20.7M 0.02%
366,981
+70,542
616
$20.3M 0.02%
880,505
+83,780
617
$20.1M 0.02%
801,408
+34,747
618
$20M 0.02%
148,039
-4,160
619
$20M 0.02%
193,332
-5,912
620
$20M 0.02%
119,387
-47,216
621
$20M 0.02%
612,930
+28,582
622
$20M 0.02%
41,130
+433
623
$20M 0.02%
180,184
-931
624
$19.9M 0.02%
148,831
+5,817
625
$19.9M 0.02%
105,168
+6,046
23 24
25
26 27