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
2201
$1.33M ﹤0.01%
54,405
+35,932
2202
$1.33M ﹤0.01%
30,191
-760
2203
$1.32M ﹤0.01%
13,033
-871
2204
$1.32M ﹤0.01%
47,628
-2,076
2205
$1.32M ﹤0.01%
25,286
-109
2206
$1.31M ﹤0.01%
27,459
-707
2207
$1.31M ﹤0.01%
16,576
+2,802
2208
$1.31M ﹤0.01%
164,857
+7,582
2209
$1.31M ﹤0.01%
39,822
-18,817
2210
$1.31M ﹤0.01%
49,591
+147
2211
$1.31M ﹤0.01%
11,353
+432
2212
$1.31M ﹤0.01%
13,897
+1,167
2213
$1.3M ﹤0.01%
28,342
-885
2214
$1.3M ﹤0.01%
40,067
+6,521
2215
$1.3M ﹤0.01%
25,877
+287
2216
$1.3M ﹤0.01%
22,920
+4,603
2217
$1.3M ﹤0.01%
54,373
-579
2218
$1.3M ﹤0.01%
57,857
-411
2219
$1.3M ﹤0.01%
17,572
+3,829
2220
$1.29M ﹤0.01%
16,763
+4,406
2221
$1.29M ﹤0.01%
38,786
-14,499
2222
$1.29M ﹤0.01%
59,131
-19,668
2223
$1.28M ﹤0.01%
16,263
+1,281
2224
$1.28M ﹤0.01%
17,772
-4,376
2225
$1.28M ﹤0.01%
+36,952
87 88
89
90 91