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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
1001
$8.97M 0.01%
985,658
-366,784
1002
$8.88M 0.01%
674,433
-50,376
1003
$8.83M 0.01%
89,654
-6,589
1004
$8.78M 0.01%
375,983
-296,709
1005
$8.78M 0.01%
82,383
-13,689
1006
$8.78M 0.01%
35,637
-17,161
1007
$8.77M 0.01%
49,281
-32,492
1008
$8.75M 0.01%
140,928
+4,121
1009
$8.74M 0.01%
4,573
+54
1010
$8.7M 0.01%
376,815
-37,815
1011
$8.64M 0.01%
66,327
-10,868
1012
$8.6M 0.01%
70,150
-5,434
1013
$8.58M 0.01%
43,035
-1,461
1014
$8.57M 0.01%
38,467
+10,926
1015
$8.52M 0.01%
67,088
-1,029
1016
$8.52M 0.01%
412,012
+11,058
1017
$8.5M 0.01%
223,254
-4,819
1018
$8.47M 0.01%
188,966
+9,138
1019
$8.43M 0.01%
95,625
-16,955
1020
$8.42M 0.01%
191,834
+6,448
1021
$8.37M 0.01%
795,791
-100,434
1022
$8.36M 0.01%
364,531
+66,377
1023
$8.34M 0.01%
136,017
-804
1024
$8.31M 0.01%
103,983
-6,345
1025
$8.27M 0.01%
177,501
-13,127
39 40
41
42 43