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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
976
$9.39M 0.01%
203,145
+138,486
977
$9.38M 0.01%
144,218
+11,052
978
$9.37M 0.01%
104,525
+347
979
$9.36M 0.01%
251,021
+4,359
980
$9.35M 0.01%
83,786
+7,510
981
$9.35M 0.01%
163,306
+81,125
982
$9.32M 0.01%
156,791
-1,939
983
$9.32M 0.01%
163,517
+156,009
984
$9.31M 0.01%
51,938
+6,361
985
$9.29M 0.01%
55,489
-5,389
986
$9.25M 0.01%
20,295
+6,595
987
$9.25M 0.01%
120,806
+319
988
$9.25M 0.01%
214,576
+6,466
989
$9.21M 0.01%
350,367
-26,081
990
$9.17M 0.01%
164,489
-227
991
$9.16M 0.01%
54,685
-747
992
$9.11M 0.01%
70,269
+4,238
993
$9.1M 0.01%
784,172
+28,694
994
$9.09M 0.01%
472,138
+10,504
995
$9.09M 0.01%
268,094
+39,574
996
$9.06M 0.01%
565,069
+504,313
997
$9.05M 0.01%
134,434
+23,072
998
$9.02M 0.01%
57,258
+7,775
999
$9.01M 0.01%
117,964
-935
1000
$8.97M 0.01%
172,375
-39,684
38 39
40
41 42