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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
951
$10M 0.01%
150,769
+29,631
952
$9.98M 0.01%
311,242
+237,939
953
$9.93M 0.01%
273,040
+77,609
954
$9.87M 0.01%
423,913
+259,153
955
$9.86M 0.01%
694,925
+122,032
956
$9.86M 0.01%
138,224
-1,752
957
$9.84M 0.01%
192,477
+32,856
958
$9.79M 0.01%
132,768
+1,703
959
$9.77M 0.01%
48,726
-3,529
960
$9.76M 0.01%
191,402
+20,775
961
$9.73M 0.01%
645,041
+457,349
962
$9.68M 0.01%
106,657
+363
963
$9.68M 0.01%
421,584
-21,859
964
$9.67M 0.01%
200,785
+2,964
965
$9.62M 0.01%
128,023
+26,271
966
$9.6M 0.01%
92,846
-12,832
967
$9.56M 0.01%
95,576
+3,218
968
$9.55M 0.01%
957,657
-220,552
969
$9.53M 0.01%
321,702
+167,576
970
$9.51M 0.01%
71,765
+25,559
971
$9.48M 0.01%
453,179
-124,943
972
$9.46M 0.01%
294,171
+37,816
973
$9.46M 0.01%
305,104
-2,712
974
$9.45M 0.01%
30,011
+11,190
975
$9.42M 0.01%
381,218
+303,340
37 38
39
40 41