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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
776
$14.3M 0.01%
198,149
-359
777
$14.3M 0.01%
368,573
-1,600
778
$14.3M 0.01%
240,364
+114,508
779
$14.3M 0.01%
112,850
+17,369
780
$14.3M 0.01%
339,145
+100,032
781
$14.3M 0.01%
288,603
+60,154
782
$14.3M 0.01%
551,275
+26,781
783
$14.2M 0.01%
312,872
-16,034
784
$14.2M 0.01%
103,575
+55,803
785
$14.1M 0.01%
574,251
+156,176
786
$14.1M 0.01%
385,115
-66,480
787
$14.1M 0.01%
96,508
-5,290
788
$14M 0.01%
704,696
-18,852
789
$14M 0.01%
612,527
-50,585
790
$14M 0.01%
204,462
+14,675
791
$13.9M 0.01%
558,318
+6,278
792
$13.9M 0.01%
531,328
-97,455
793
$13.9M 0.01%
410,755
+124,082
794
$13.8M 0.01%
1,822,992
-296
795
$13.8M 0.01%
188,374
-62,624
796
$13.8M 0.01%
99,830
+56,768
797
$13.8M 0.01%
32,021
+9,435
798
$13.8M 0.01%
1,410,926
+298,257
799
$13.8M 0.01%
60,077
+19,080
800
$13.8M 0.01%
44,480
+2,849
30 31
32
33 34