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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
1051
$7.91M 0.01%
337,224
+83,118
1052
$7.9M 0.01%
91,102
-2,635
1053
$7.9M 0.01%
32,197
+890
1054
$7.9M 0.01%
+200,860
1055
$7.89M 0.01%
90,629
-3,655
1056
$7.88M 0.01%
+221,670
1057
$7.87M 0.01%
88,080
+5,542
1058
$7.86M 0.01%
41,832
+1,713
1059
$7.86M 0.01%
469,304
-1,872
1060
$7.84M 0.01%
164,138
-11,844
1061
$7.84M 0.01%
70,812
-2,834
1062
$7.83M 0.01%
37,028
-724
1063
$7.8M 0.01%
621,349
+45,166
1064
$7.74M 0.01%
+186,216
1065
$7.74M 0.01%
133,917
+38,973
1066
$7.69M 0.01%
60,696
+7,424
1067
$7.69M 0.01%
213,648
+25,577
1068
$7.69M 0.01%
453,996
+48,290
1069
$7.68M 0.01%
221,501
+6,332
1070
$7.68M 0.01%
36,883
-2,302
1071
$7.63M 0.01%
313,810
+146,571
1072
$7.62M 0.01%
514,945
-28,364
1073
$7.6M 0.01%
91,451
+22,523
1074
$7.59M 0.01%
170,359
+539
1075
$7.57M 0.01%
374,581
-88,649
41 42
43
44 45