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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
626
$19.9M 0.02%
412,319
-36,804
627
$19.8M 0.02%
174,122
-219,164
628
$19.8M 0.02%
903,091
+81,414
629
$19.8M 0.02%
431,917
-28,300
630
$19.8M 0.02%
206,341
-3,202
631
$19.8M 0.02%
389,688
+85,593
632
$19.8M 0.02%
330,979
+13,924
633
$19.7M 0.02%
200,327
+2,641
634
$19.6M 0.02%
427,727
+46,618
635
$19.6M 0.02%
122,948
+6,214
636
$19.6M 0.02%
128,492
-4,935
637
$19.6M 0.02%
266,448
-43,620
638
$19.5M 0.02%
76,043
-2,960
639
$19.4M 0.02%
422,343
+15,226
640
$19.4M 0.02%
173,606
+75,075
641
$19.4M 0.02%
875,718
+36,763
642
$19.3M 0.02%
836,337
-124,107
643
$19.3M 0.02%
213,346
+26,276
644
$19.3M 0.02%
119,059
+4,011
645
$19.2M 0.02%
813,914
-209,582
646
$19.2M 0.02%
147,642
-97,118
647
$19.2M 0.02%
123,373
-2,891
648
$19.2M 0.02%
727,313
+21,503
649
$19.1M 0.02%
2,126,346
+135,324
650
$19M 0.02%
248,198
+1,160
24 25
26
27 28