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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
1126
$6.98M 0.01%
267,901
-60,958
1127
$6.98M 0.01%
177,812
+5,282
1128
$6.97M 0.01%
107,722
+58,611
1129
$6.91M 0.01%
357,518
-13,530
1130
$6.91M 0.01%
149,797
+38,906
1131
$6.88M 0.01%
588,727
+30,055
1132
$6.86M 0.01%
135,579
+19,586
1133
$6.85M 0.01%
143,638
+88,994
1134
$6.84M 0.01%
245,225
-780
1135
$6.81M 0.01%
94,187
+10,062
1136
$6.8M 0.01%
134,919
+14,933
1137
$6.8M 0.01%
757,150
+97,615
1138
$6.8M 0.01%
147,629
+2,392
1139
$6.79M 0.01%
25,367
-2,794
1140
$6.78M 0.01%
192,176
+172,591
1141
$6.76M 0.01%
+127,360
1142
$6.75M 0.01%
27,411
+276
1143
$6.74M 0.01%
295,978
-60,836
1144
$6.74M 0.01%
59,597
+4,261
1145
$6.73M 0.01%
103,989
+10,869
1146
$6.7M 0.01%
73,076
+1,649
1147
$6.68M 0.01%
431,288
+8,124
1148
$6.67M 0.01%
79,546
-10,256
1149
$6.67M 0.01%
110,692
+18,499
1150
$6.66M 0.01%
135,784
+6,981
44 45
46
47 48