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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
126
$213M 0.19%
2,180,080
+126,799
127
$210M 0.19%
470,005
+16,165
128
$208M 0.19%
274,816
+2,807
129
$205M 0.19%
4,790,071
+806,241
130
$205M 0.19%
1,986,483
-201,753
131
$203M 0.19%
1,071,010
+77,637
132
$201M 0.18%
2,739,904
+134,168
133
$198M 0.18%
432,326
+6,252
134
$197M 0.18%
913,207
+73,739
135
$195M 0.18%
1,637,850
+48,280
136
$192M 0.18%
1,365,139
-27,873
137
$190M 0.17%
2,262,577
+349,543
138
$189M 0.17%
1,833,958
+866,869
139
$188M 0.17%
2,309,857
+171,552
140
$185M 0.17%
3,764,396
-280,211
141
$183M 0.17%
156,784
-1,360
142
$182M 0.17%
3,423,959
+488,580
143
$179M 0.16%
291,564
+25,197
144
$179M 0.16%
2,143,509
+14,582
145
$177M 0.16%
361,757
-522
146
$177M 0.16%
863,136
-45,344
147
$176M 0.16%
1,738,619
-73,510
148
$176M 0.16%
2,412,750
+58,602
149
$174M 0.16%
2,549,576
+90,317
150
$170M 0.16%
2,982,946
+61,836
4 5
6
7 8