We are live on ! Find out more
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
1301
$5.1M ﹤0.01%
54,772
-2,256
1302
$5.06M ﹤0.01%
218,726
-10,463
1303
$5.06M ﹤0.01%
21,997
+13,221
1304
$5.06M ﹤0.01%
119,367
+31,597
1305
$5.05M ﹤0.01%
250,666
-55,982
1306
$5.03M ﹤0.01%
23,868
-15,981
1307
$5.03M ﹤0.01%
117,788
-1,519
1308
$5.03M ﹤0.01%
199,646
+1,206
1309
$5.02M ﹤0.01%
140,685
+18,701
1310
$5.01M ﹤0.01%
111,549
+8,734
1311
$5.01M ﹤0.01%
129,373
-71,255
1312
$5.01M ﹤0.01%
84,034
+15,440
1313
$5.01M ﹤0.01%
83,375
+45,918
1314
$4.98M ﹤0.01%
23,421
+251
1315
$4.96M ﹤0.01%
387,308
-47,281
1316
$4.95M ﹤0.01%
183,803
-95,653
1317
$4.95M ﹤0.01%
54,008
+21,673
1318
$4.94M ﹤0.01%
94,543
+48,987
1319
$4.93M ﹤0.01%
133,926
+29,181
1320
$4.92M ﹤0.01%
146,121
+3,359
1321
$4.92M ﹤0.01%
77,409
-21,039
1322
$4.89M ﹤0.01%
314,129
+44,757
1323
$4.89M ﹤0.01%
30,390
+8,066
1324
$4.88M ﹤0.01%
92,356
-5,486
1325
$4.88M ﹤0.01%
+94,046
51 52
53
54 55