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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
176
$133M 0.12%
1,382,001
+284,906
177
$133M 0.12%
439,130
+22,558
178
$132M 0.12%
1,844,404
-9,769
179
$132M 0.12%
2,224,543
+368,218
180
$130M 0.12%
376,127
-2,060
181
$130M 0.12%
2,845,230
-176,844
182
$130M 0.12%
989,887
-3,259,854
183
$129M 0.12%
373,380
+13,797
184
$128M 0.12%
1,358,627
+181,779
185
$126M 0.11%
903,667
-12,541
186
$125M 0.11%
2,328,436
-3,414
187
$123M 0.11%
1,838,646
+123,002
188
$123M 0.11%
3,932,600
+108,406
189
$123M 0.11%
3,573,051
+127,989
190
$123M 0.11%
1,760,527
+25,487
191
$120M 0.11%
3,831,272
+35,980
192
$120M 0.11%
550,873
+684
193
$118M 0.11%
2,525,541
-287,329
194
$117M 0.11%
671,100
+26,736
195
$113M 0.1%
2,035,444
-75,297
196
$112M 0.1%
993,814
+40,019
197
$111M 0.1%
826,546
+138,463
198
$111M 0.1%
2,421,608
+33,216
199
$110M 0.1%
1,055,479
+116,712
200
$110M 0.1%
868,230
+73,856
6 7
8
9 10