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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
876
$11.6M 0.01%
59,987
+7,423
877
$11.6M 0.01%
+46,518
878
$11.6M 0.01%
124,669
+6,296
879
$11.5M 0.01%
1,009,337
-42,315
880
$11.5M 0.01%
66,542
-4,444
881
$11.5M 0.01%
219,449
+50,696
882
$11.5M 0.01%
248,091
+23,627
883
$11.5M 0.01%
224,730
-29,602
884
$11.4M 0.01%
286,868
+1,233
885
$11.4M 0.01%
25,439
-1,132
886
$11.3M 0.01%
230,525
+7,428
887
$11.3M 0.01%
+368,080
888
$11.3M 0.01%
268,719
-15,769
889
$11.3M 0.01%
68,192
+2,486
890
$11.2M 0.01%
486,979
+49,363
891
$11.2M 0.01%
501,462
+347,697
892
$11.2M 0.01%
86,968
-3,406
893
$11.2M 0.01%
64,746
-7,565
894
$11.2M 0.01%
245,974
+20,420
895
$11.2M 0.01%
40,204
-4,699
896
$11.1M 0.01%
228,842
+912
897
$11.1M 0.01%
153,096
-8,418
898
$11.1M 0.01%
573,428
+53,430
899
$11.1M 0.01%
296,062
+5,006
900
$11.1M 0.01%
180,379
+65,722
34 35
36
37 38