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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
926
$10.4M 0.01%
263,609
+8,440
927
$10.4M 0.01%
8,452
+574
928
$10.4M 0.01%
58,894
-1,463
929
$10.4M 0.01%
272,566
-15,337
930
$10.4M 0.01%
198,053
+20,968
931
$10.4M 0.01%
185,905
-1,678
932
$10.3M 0.01%
144,488
-2,194
933
$10.2M 0.01%
413,210
+30,233
934
$10.2M 0.01%
79,913
-508
935
$10.2M 0.01%
601,418
+24,547
936
$10.2M 0.01%
41,653
+29,921
937
$10.2M 0.01%
251,476
-227
938
$10.2M 0.01%
268,340
-2,503
939
$10.1M 0.01%
1,111,928
+8,157
940
$10.1M 0.01%
116,512
+38,865
941
$10.1M 0.01%
211,085
-6,440
942
$10.1M 0.01%
70,449
-440
943
$10.1M 0.01%
206,042
-312,169
944
$10.1M 0.01%
408,814
-155,416
945
$10.1M 0.01%
963,297
+360,735
946
$10.1M 0.01%
153,025
-26,367
947
$10.1M 0.01%
38,393
-141
948
$10.1M 0.01%
69,860
+15,858
949
$10.1M 0.01%
332,486
-3,701
950
$10M 0.01%
87,584
-2,886
36 37
38
39 40