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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
676
$17.8M 0.02%
390,203
+53,236
677
$17.7M 0.02%
+348,295
678
$17.7M 0.02%
468,859
-10,009
679
$17.7M 0.02%
178,812
+16,871
680
$17.6M 0.02%
211,427
+87,399
681
$17.5M 0.02%
410,872
+259,331
682
$17.4M 0.02%
228,904
-6,695
683
$17.4M 0.02%
208,587
+6,381
684
$17.4M 0.02%
450,440
-853
685
$17.4M 0.02%
205,165
+9,536
686
$17.3M 0.02%
395,016
-185,769
687
$17.3M 0.02%
164,729
+5,237
688
$17.3M 0.02%
68,636
-11,951
689
$17.2M 0.02%
75,593
+3,820
690
$17.2M 0.02%
605,080
+357,756
691
$17.1M 0.02%
989,443
+63,732
692
$17.1M 0.02%
287,635
+24,076
693
$17.1M 0.02%
11,408
-1,826
694
$17M 0.02%
248,623
+1,182
695
$17M 0.02%
107,506
-2,660
696
$16.9M 0.02%
29,725
-448
697
$16.7M 0.02%
81,201
+584
698
$16.7M 0.02%
129,816
-9,675
699
$16.7M 0.02%
329,003
+6,217
700
$16.6M 0.02%
125,920
-28,398
26 27
28
29 30