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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
1226
$5.68M 0.01%
93,941
-25,829
1227
$5.68M 0.01%
35,536
-10,627
1228
$5.67M 0.01%
211,383
+71,812
1229
$5.67M 0.01%
162,753
-52,192
1230
$5.65M 0.01%
69,011
-1,440
1231
$5.65M 0.01%
391,193
-46,220
1232
$5.64M 0.01%
11,313
+1,131
1233
$5.6M 0.01%
76,448
-3,213
1234
$5.6M 0.01%
44,464
-3,221
1235
$5.6M 0.01%
113,794
+38,363
1236
$5.59M 0.01%
64,758
-3,147
1237
$5.59M 0.01%
119,658
+59,316
1238
$5.58M 0.01%
65,722
-3,230
1239
$5.58M 0.01%
71,979
-10,365
1240
$5.58M 0.01%
2,393,634
+150,179
1241
$5.57M 0.01%
126,545
-89,606
1242
$5.56M 0.01%
452,866
-292,090
1243
$5.56M 0.01%
199,885
+100,665
1244
$5.56M 0.01%
99,878
+63,456
1245
$5.54M 0.01%
222,348
+58,853
1246
$5.53M 0.01%
41,768
+534
1247
$5.53M 0.01%
78,962
-12,599
1248
$5.52M 0.01%
91,301
+15,526
1249
$5.49M 0.01%
18,448
-619
1250
$5.49M 0.01%
146,775
-28,528
48 49
50
51 52