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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
1076
$7.55M 0.01%
663,280
-96,006
1077
$7.55M 0.01%
174,373
+7,135
1078
$7.55M 0.01%
295,166
+16,320
1079
$7.53M 0.01%
21,800
-2,006
1080
$7.49M 0.01%
312,851
-10,001
1081
$7.45M 0.01%
508,924
+54,905
1082
$7.44M 0.01%
134,625
-231
1083
$7.43M 0.01%
177,330
+84,789
1084
$7.43M 0.01%
1,812,275
+289,385
1085
$7.43M 0.01%
165,704
+20,590
1086
$7.42M 0.01%
10,066
-39
1087
$7.42M 0.01%
24,739
+321
1088
$7.41M 0.01%
567,851
-149,283
1089
$7.41M 0.01%
27,068
-270
1090
$7.4M 0.01%
161,941
+16,998
1091
$7.38M 0.01%
305,027
+278,514
1092
$7.38M 0.01%
55,729
-1,333
1093
$7.37M 0.01%
348,395
-39,070
1094
$7.36M 0.01%
211,031
+557
1095
$7.35M 0.01%
381,238
-1,566
1096
$7.34M 0.01%
72,429
-1,231
1097
$7.33M 0.01%
73,303
+2,236
1098
$7.32M 0.01%
74,186
-7,410
1099
$7.31M 0.01%
533,801
+68,919
1100
$7.3M 0.01%
72,374
-3,962
42 43
44
45 46