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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
1151
$6.66M 0.01%
84,786
-47,848
1152
$6.65M 0.01%
66,861
+5,820
1153
$6.65M 0.01%
199,206
-3,490
1154
$6.65M 0.01%
131,148
+24,247
1155
$6.64M 0.01%
107,807
+8,231
1156
$6.64M 0.01%
116,639
-11,397
1157
$6.62M 0.01%
118,704
+47,115
1158
$6.6M 0.01%
45,228
+80
1159
$6.59M 0.01%
414,404
-9,069
1160
$6.58M 0.01%
186,586
+32,723
1161
$6.55M 0.01%
1,015,339
+97,357
1162
$6.53M 0.01%
230,868
+31,140
1163
$6.53M 0.01%
90,598
+1,740
1164
$6.52M 0.01%
179,537
+1,844
1165
$6.52M 0.01%
109,975
-978
1166
$6.49M 0.01%
339,120
+1,440
1167
$6.49M 0.01%
95,191
+11,913
1168
$6.48M 0.01%
23,193
-391
1169
$6.46M 0.01%
56,086
+50,899
1170
$6.45M 0.01%
36,894
-712
1171
$6.44M 0.01%
120,047
+16,672
1172
$6.44M 0.01%
59,539
-7,207
1173
$6.43M 0.01%
20,516
-42
1174
$6.38M 0.01%
77,247
+2,687
1175
$6.34M 0.01%
61,640
+1,095
45 46
47
48 49