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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
651
$19M 0.02%
157,843
+63,612
652
$18.9M 0.02%
380,224
+2,589
653
$18.9M 0.02%
93,758
+3,819
654
$18.9M 0.02%
36,033
-437
655
$18.8M 0.02%
39,002
-59,039
656
$18.8M 0.02%
134,885
-166
657
$18.8M 0.02%
221,599
-802
658
$18.8M 0.02%
734,896
+16,723
659
$18.8M 0.02%
407,386
+116,334
660
$18.7M 0.02%
152,800
+2,647
661
$18.6M 0.02%
105,318
-3,140
662
$18.6M 0.02%
277,589
+69,467
663
$18.6M 0.02%
67,886
-35
664
$18.6M 0.02%
378,939
-37,503
665
$18.6M 0.02%
131,113
-7,315
666
$18.5M 0.02%
25,777
-2,598
667
$18.5M 0.02%
426,330
+42,509
668
$18.3M 0.02%
4,270
+66
669
$18.3M 0.02%
704,984
+474,491
670
$18.2M 0.02%
525,711
+74,667
671
$18.2M 0.02%
320,737
+2,881
672
$18.1M 0.02%
202,197
+833
673
$18M 0.02%
221,921
-27,369
674
$18M 0.02%
60,416
-1,553
675
$17.9M 0.02%
91,350
-23,801
25 26
27
28 29