Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
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
+$321M
2
+$286M
3
+$285M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$109M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$98.4M

Top Sells

1
+$428M
2
+$372M
3
+$245M
4
ELV icon
Elevance Health
ELV
+$207M
5
APH icon
Amphenol
APH
+$190M

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
MODL icon
976
VictoryShares WestEnd US Sector ETF
MODL
$709M
$9.39M 0.01%
203,145
+138,486
ACWX icon
977
iShares MSCI ACWI ex US ETF
ACWX
$7.42B
$9.38M 0.01%
144,218
+11,052
IYG icon
978
iShares US Financial Services ETF
IYG
$1.91B
$9.37M 0.01%
104,525
+347
IDVO icon
979
Amplify International Enhanced Dividend Income ETF
IDVO
$549M
$9.36M 0.01%
251,021
+4,359
OKLO
980
Oklo
OKLO
$16.4B
$9.35M 0.01%
83,786
+7,510
GMED icon
981
Globus Medical
GMED
$12.2B
$9.35M 0.01%
163,306
+81,125
WBS icon
982
Webster Financial
WBS
$10.1B
$9.32M 0.01%
156,791
-1,939
PSC icon
983
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$1.48B
$9.32M 0.01%
163,517
+156,009
FBT icon
984
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.34B
$9.31M 0.01%
51,938
+6,361
GNRC icon
985
Generac Holdings
GNRC
$9.53B
$9.29M 0.01%
55,489
-5,389
ALNY icon
986
Alnylam Pharmaceuticals
ALNY
$60.5B
$9.25M 0.01%
20,295
+6,595
CSM icon
987
ProShares Large Cap Core Plus
CSM
$490M
$9.25M 0.01%
120,806
+319
SON icon
988
Sonoco
SON
$4.09B
$9.25M 0.01%
214,576
+6,466
VKTX icon
989
Viking Therapeutics
VKTX
$4.36B
$9.21M 0.01%
350,367
-26,081
BHP icon
990
BHP
BHP
$149B
$9.17M 0.01%
164,489
-227
SSD icon
991
Simpson Manufacturing
SSD
$7.03B
$9.16M 0.01%
54,685
-747
OSK icon
992
Oshkosh
OSK
$8.19B
$9.11M 0.01%
70,269
+4,238
VOD icon
993
Vodafone
VOD
$29.6B
$9.1M 0.01%
784,172
+28,694
BBVA icon
994
Banco Bilbao Vizcaya Argentaria
BBVA
$125B
$9.09M 0.01%
472,138
+10,504
SPIB icon
995
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$9.09M 0.01%
268,094
+39,574
MDIV icon
996
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$409M
$9.06M 0.01%
565,069
+504,313
DXCM icon
997
DexCom
DXCM
$25.5B
$9.05M 0.01%
134,434
+23,072
CBRE icon
998
CBRE Group
CBRE
$47.9B
$9.02M 0.01%
57,258
+7,775
FNCL icon
999
Fidelity MSCI Financials Index ETF
FNCL
$2.38B
$9.01M 0.01%
117,964
-935
INDA icon
1000
iShares MSCI India ETF
INDA
$9.49B
$8.97M 0.01%
172,375
-39,684
38 39
40
41 42