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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
701
$16.6M 0.02%
30,525
-5,563
702
$16.5M 0.02%
224,829
+7,111
703
$16.5M 0.02%
230,790
+65,186
704
$16.5M 0.02%
663,825
-26,280
705
$16.4M 0.02%
97,020
-20,126
706
$16.4M 0.02%
216,669
+328
707
$16.4M 0.02%
798,873
+30,270
708
$16.4M 0.02%
301,311
-29,812
709
$16.4M 0.02%
367,797
-29,433
710
$16.2M 0.01%
343,519
+8,218
711
$16.2M 0.01%
309,061
-2,492
712
$16.1M 0.01%
29,526
+281
713
$16.1M 0.01%
149,814
-15,763
714
$16.1M 0.01%
119,551
+884
715
$16.1M 0.01%
1,787,444
-9,185
716
$16M 0.01%
545,949
+46,175
717
$16M 0.01%
1,229,889
+62,942
718
$16M 0.01%
300,972
+43,160
719
$15.9M 0.01%
292,952
+4,125
720
$15.9M 0.01%
217,982
+49,745
721
$15.9M 0.01%
40,716
+13,690
722
$15.8M 0.01%
331,951
+5,317
723
$15.8M 0.01%
189,082
+103,150
724
$15.8M 0.01%
176,079
+3,623
725
$15.8M 0.01%
628,472
+163,813
27 28
29
30 31