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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
851
$12.3M 0.01%
181,785
-2,952
852
$12.2M 0.01%
1,232,946
-6,848
853
$12.1M 0.01%
585,941
-31,373
854
$12.1M 0.01%
235,349
+22,853
855
$12.1M 0.01%
113,225
-4,839
856
$12.1M 0.01%
236,506
-319
857
$12M 0.01%
100,289
+12,104
858
$12M 0.01%
89,164
-2,652
859
$12M 0.01%
297,266
+117,287
860
$12M 0.01%
210,398
-28,266
861
$12M 0.01%
93,308
-2,268
862
$11.9M 0.01%
735,802
-53,922
863
$11.9M 0.01%
189,391
-35,559
864
$11.8M 0.01%
41,160
-1,162
865
$11.8M 0.01%
35,903
-7,123
866
$11.8M 0.01%
34,990
+10,490
867
$11.8M 0.01%
51,168
+16,140
868
$11.8M 0.01%
150,635
+5,856
869
$11.7M 0.01%
107,594
-1,492
870
$11.7M 0.01%
1,053,871
-56,076
871
$11.7M 0.01%
505,425
+43,756
872
$11.7M 0.01%
229,207
+3,702
873
$11.6M 0.01%
214,357
+9,750
874
$11.6M 0.01%
106,965
-6,718
875
$11.6M 0.01%
27,295
-302
33 34
35
36 37