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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
1201
$5.99M 0.01%
18,758
-1,178
1202
$5.97M 0.01%
91,593
-2,547
1203
$5.97M 0.01%
102,773
-22,216
1204
$5.96M 0.01%
102,451
-3,616
1205
$5.96M 0.01%
110,021
+17,492
1206
$5.94M 0.01%
397,566
-65,693
1207
$5.93M 0.01%
180,281
+8,557
1208
$5.9M 0.01%
18,647
-80
1209
$5.89M 0.01%
271,434
+9,329
1210
$5.89M 0.01%
172,382
-14,376
1211
$5.87M 0.01%
31,135
+615
1212
$5.84M 0.01%
45,495
+1,435
1213
$5.84M 0.01%
97,220
-9,939
1214
$5.84M 0.01%
79,980
-19,440
1215
$5.82M 0.01%
258,528
+20,530
1216
$5.82M 0.01%
434,905
+1,838
1217
$5.78M 0.01%
179,472
-4,079
1218
$5.78M 0.01%
19,632
+434
1219
$5.77M 0.01%
195,365
+59,907
1220
$5.75M 0.01%
13,362
-212
1221
$5.74M 0.01%
129,703
-1,260
1222
$5.72M 0.01%
16,848
+4,139
1223
$5.7M 0.01%
32,560
+4,506
1224
$5.69M 0.01%
75,450
+30,150
1225
$5.69M 0.01%
64,988
-1,443
47 48
49
50 51