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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
1101
$7.28M 0.01%
89,456
+14,689
1102
$7.27M 0.01%
25,229
+915
1103
$7.27M 0.01%
293,448
+228,678
1104
$7.26M 0.01%
60,024
-3,626
1105
$7.25M 0.01%
73,364
+5,966
1106
$7.23M 0.01%
260,749
+28,817
1107
$7.23M 0.01%
58,378
-21,750
1108
$7.22M 0.01%
225,884
-72
1109
$7.2M 0.01%
196,295
+1,596
1110
$7.2M 0.01%
23,124
-102
1111
$7.2M 0.01%
98,373
+50,370
1112
$7.19M 0.01%
196,589
+82,444
1113
$7.16M 0.01%
100,725
-3,508
1114
$7.16M 0.01%
135,462
+5,782
1115
$7.12M 0.01%
51,479
-712
1116
$7.11M 0.01%
55,991
-5,155
1117
$7.1M 0.01%
50,160
+3,698
1118
$7.08M 0.01%
356,942
+34,163
1119
$7.07M 0.01%
62,409
-4,797
1120
$7.06M 0.01%
32,142
-613
1121
$7.05M 0.01%
209,045
-18,634
1122
$7.05M 0.01%
83,063
+1,173
1123
$7.01M 0.01%
258,284
+9,830
1124
$7M 0.01%
400,501
-28,419
1125
$6.99M 0.01%
602,909
-27,420
43 44
45
46 47