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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
801
$13.7M 0.01%
406,138
+135,765
802
$13.6M 0.01%
232,283
-2,041
803
$13.5M 0.01%
481,387
+16,223
804
$13.5M 0.01%
189,943
+11,112
805
$13.4M 0.01%
778,516
-6,518
806
$13.4M 0.01%
148,674
-74,232
807
$13.4M 0.01%
67,011
+37,337
808
$13.4M 0.01%
180,039
-14,069
809
$13.4M 0.01%
259,579
-21,821
810
$13.4M 0.01%
122,965
-94
811
$13.3M 0.01%
184,094
+10,473
812
$13.3M 0.01%
656,323
-209,168
813
$13.3M 0.01%
81,410
+9,685
814
$13.3M 0.01%
431,553
+122,965
815
$13.3M 0.01%
1,039,827
-34,322
816
$13.3M 0.01%
202,628
+6,271
817
$13.2M 0.01%
130,645
+40,539
818
$13.2M 0.01%
177,648
+2,378
819
$13.2M 0.01%
285,999
+3,708
820
$13.2M 0.01%
1,105,676
-47,922
821
$13.2M 0.01%
121,469
-38,893
822
$13.1M 0.01%
263,675
+2,238
823
$13.1M 0.01%
93,178
+10,080
824
$13.1M 0.01%
158,067
-1,010
825
$13.1M 0.01%
146,951
+73,345
31 32
33
34 35