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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
726
$15.7M 0.01%
222,189
+184,815
727
$15.7M 0.01%
228,830
-1,960
728
$15.6M 0.01%
66,545
+5,856
729
$15.6M 0.01%
167,305
-6,301
730
$15.6M 0.01%
62,998
-2,242
731
$15.5M 0.01%
156,187
-832
732
$15.5M 0.01%
425,980
+43,150
733
$15.5M 0.01%
848,605
+48,954
734
$15.5M 0.01%
272,291
-93,233
735
$15.4M 0.01%
357,570
+136,581
736
$15.4M 0.01%
102,756
+10,246
737
$15.4M 0.01%
301,231
-76,064
738
$15.4M 0.01%
80,643
+4,543
739
$15.3M 0.01%
66,062
-1,377
740
$15.3M 0.01%
1,164,645
+23,693
741
$15.3M 0.01%
183,439
+17,020
742
$15.2M 0.01%
152,478
+21,343
743
$15.2M 0.01%
327,027
+7,364
744
$15.2M 0.01%
317,456
+2,168
745
$15.2M 0.01%
626,085
+37,314
746
$15.2M 0.01%
242,111
+10,621
747
$15.2M 0.01%
359,972
+37,437
748
$15.2M 0.01%
1,225,877
+85,451
749
$15.2M 0.01%
229,582
+33,212
750
$15.1M 0.01%
615,875
-3,757
28 29
30
31 32