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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
751
$15.1M 0.01%
698,614
+39,139
752
$15.1M 0.01%
960,810
+164,201
753
$15M 0.01%
48,731
-235
754
$15M 0.01%
582,788
+1,244
755
$14.9M 0.01%
191,799
-59,929
756
$14.9M 0.01%
147,309
-97,445
757
$14.9M 0.01%
+226,883
758
$14.9M 0.01%
102,890
-9,984
759
$14.8M 0.01%
296,982
+10,468
760
$14.8M 0.01%
234,485
-3,512
761
$14.8M 0.01%
336,768
+89,514
762
$14.8M 0.01%
75,337
-213
763
$14.8M 0.01%
290,980
-77,062
764
$14.7M 0.01%
767,248
+24,746
765
$14.7M 0.01%
292,933
+41,498
766
$14.7M 0.01%
325,480
+17,918
767
$14.7M 0.01%
140,090
+66,342
768
$14.7M 0.01%
618,543
-73,078
769
$14.7M 0.01%
87,265
+6,634
770
$14.6M 0.01%
444,381
-26,293
771
$14.5M 0.01%
70,795
-942
772
$14.5M 0.01%
91,399
-440
773
$14.4M 0.01%
101,953
+2,692
774
$14.4M 0.01%
102,936
-4,055
775
$14.4M 0.01%
170,072
-12,955
29 30
31
32 33