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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
1026
$8.27M 0.01%
391,512
+12,387
1027
$8.27M 0.01%
324,221
+46,987
1028
$8.27M 0.01%
46,510
+34,662
1029
$8.26M 0.01%
140,429
+19,697
1030
$8.26M 0.01%
116,368
-2,106
1031
$8.22M 0.01%
449,037
+92,807
1032
$8.2M 0.01%
214,618
-6,660
1033
$8.19M 0.01%
68,840
-609
1034
$8.19M 0.01%
4,573
-10
1035
$8.17M 0.01%
390,698
+94,208
1036
$8.15M 0.01%
76,746
+5,095
1037
$8.15M 0.01%
58,005
+151
1038
$8.13M 0.01%
88,872
-636
1039
$8.11M 0.01%
228,661
-34,988
1040
$8.09M 0.01%
228,303
+25,559
1041
$8.09M 0.01%
76,930
+3,251
1042
$8.05M 0.01%
30,843
-932
1043
$8.05M 0.01%
106,803
+5,850
1044
$8.04M 0.01%
59,841
-4,959
1045
$7.98M 0.01%
67,707
+785
1046
$7.98M 0.01%
90,801
+2,001
1047
$7.97M 0.01%
138,714
-34,522
1048
$7.93M 0.01%
355,446
-18,439
1049
$7.93M 0.01%
85,978
+63,751
1050
$7.92M 0.01%
113,988
-4,020
40 41
42
43 44