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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
1176
$6.32M 0.01%
97,757
+21,439
1177
$6.31M 0.01%
104,390
+21,082
1178
$6.31M 0.01%
131,656
+22,871
1179
$6.27M 0.01%
87,024
-34,536
1180
$6.27M 0.01%
201,357
-67,886
1181
$6.26M 0.01%
25,385
+12,146
1182
$6.23M 0.01%
49,757
+10,968
1183
$6.23M 0.01%
59,670
-4,418
1184
$6.2M 0.01%
41,107
+18,198
1185
$6.19M 0.01%
771
+75
1186
$6.19M 0.01%
437,706
-205,643
1187
$6.19M 0.01%
140,429
+1,329
1188
$6.15M 0.01%
50,262
+934
1189
$6.12M 0.01%
4,781
-61
1190
$6.11M 0.01%
192,046
+5,721
1191
$6.11M 0.01%
73,618
-899
1192
$6.05M 0.01%
54,808
-16,272
1193
$6.04M 0.01%
87,936
+3,414
1194
$6.03M 0.01%
522,388
-7,998
1195
$6.03M 0.01%
346,050
+5,889
1196
$6.02M 0.01%
74,803
-3,629
1197
$6.02M 0.01%
122,016
-2,226
1198
$6.01M 0.01%
89,919
-2,291
1199
$6.01M 0.01%
133,961
-23,084
1200
$5.99M 0.01%
132,176
+29,978
46 47
48
49 50