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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
826
$13.1M 0.01%
159,174
+57,998
827
$13.1M 0.01%
30,720
+566
828
$13.1M 0.01%
167,991
-21,289
829
$13M 0.01%
146,322
-14,360
830
$13M 0.01%
320,564
-67,196
831
$12.9M 0.01%
99,657
-3,380
832
$12.9M 0.01%
889,856
-42,089
833
$12.9M 0.01%
157,568
+1,606
834
$12.8M 0.01%
76,876
+301
835
$12.8M 0.01%
317,364
+3,409
836
$12.7M 0.01%
252,150
+31,006
837
$12.7M 0.01%
89,531
+33,324
838
$12.6M 0.01%
783,968
+29,427
839
$12.5M 0.01%
62,138
+4,845
840
$12.5M 0.01%
148,382
+130,799
841
$12.5M 0.01%
270,916
+757
842
$12.5M 0.01%
41,659
-1,445
843
$12.5M 0.01%
198,610
+29,733
844
$12.4M 0.01%
498,159
+272,917
845
$12.4M 0.01%
168,605
-35,500
846
$12.4M 0.01%
98,551
+18,117
847
$12.4M 0.01%
123,375
-10,438
848
$12.4M 0.01%
176,108
+1,047
849
$12.3M 0.01%
248,405
+16,076
850
$12.3M 0.01%
117,594
+216
32 33
34
35 36