We are live on ! Find out more
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
901
$11.1M 0.01%
136,145
+76,895
902
$11.1M 0.01%
373,176
-1,619
903
$11.1M 0.01%
409,562
+5,858
904
$11.1M 0.01%
592,510
-102,936
905
$11.1M 0.01%
690,232
-9,711
906
$11M 0.01%
295,072
+52,626
907
$11M 0.01%
227,695
+12,360
908
$11M 0.01%
87,451
-3,372
909
$11M 0.01%
41,706
-7,578
910
$10.9M 0.01%
174,451
-15,799
911
$10.9M 0.01%
639,962
+15,179
912
$10.9M 0.01%
505,030
+18,263
913
$10.9M 0.01%
42,765
+14,309
914
$10.8M 0.01%
407,158
-860,879
915
$10.8M 0.01%
278,749
+58,612
916
$10.8M 0.01%
255,782
-67,244
917
$10.7M 0.01%
566,738
-2,464
918
$10.7M 0.01%
152,664
+15,842
919
$10.7M 0.01%
126,088
-9,086
920
$10.6M 0.01%
170,303
+25,684
921
$10.5M 0.01%
275,072
+13,418
922
$10.5M 0.01%
27,704
-554
923
$10.5M 0.01%
254,287
+6,740
924
$10.5M 0.01%
46,039
+874
925
$10.4M 0.01%
39,232
-467
35 36
37
38 39