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
1926
$1.97M ﹤0.01%
112,873
+73,058
1927
$1.97M ﹤0.01%
100,032
-1,082
1928
$1.97M ﹤0.01%
30,605
+298
1929
$1.97M ﹤0.01%
294,077
+6,632
1930
$1.97M ﹤0.01%
14,226
+602
1931
$1.97M ﹤0.01%
7,561
+793
1932
$1.96M ﹤0.01%
13,997
-2,918
1933
$1.96M ﹤0.01%
107,550
+38,221
1934
$1.96M ﹤0.01%
64,970
+24,056
1935
$1.96M ﹤0.01%
11,787
+117
1936
$1.96M ﹤0.01%
111,798
+88,065
1937
$1.96M ﹤0.01%
99,342
-70,873
1938
$1.96M ﹤0.01%
24,511
-1,351
1939
$1.95M ﹤0.01%
29,448
-1,315
1940
$1.95M ﹤0.01%
72,025
-2,109
1941
$1.94M ﹤0.01%
43,772
+272
1942
$1.94M ﹤0.01%
197,326
+18,849
1943
$1.94M ﹤0.01%
91,877
+26,132
1944
$1.94M ﹤0.01%
174,770
-173,857
1945
$1.94M ﹤0.01%
17,351
-380
1946
$1.93M ﹤0.01%
81,220
+1,341
1947
$1.93M ﹤0.01%
83,362
+5,675
1948
$1.93M ﹤0.01%
55,128
+5,716
1949
$1.93M ﹤0.01%
46,093
+2,645
1950
$1.93M ﹤0.01%
17,567
-1,220
76 77
78
79 80