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
2426
$941K ﹤0.01%
22,410
+2,860
2427
$941K ﹤0.01%
6,519
-12
2428
$938K ﹤0.01%
44,636
+7,064
2429
$934K ﹤0.01%
17,246
+6,629
2430
$932K ﹤0.01%
10,601
+290
2431
$931K ﹤0.01%
6,207
+668
2432
$931K ﹤0.01%
36,939
-9,085
2433
$930K ﹤0.01%
5,945
+359
2434
$928K ﹤0.01%
9,792
-280
2435
$928K ﹤0.01%
18,005
+482
2436
$927K ﹤0.01%
90,567
+3,128
2437
$926K ﹤0.01%
28,816
+3,422
2438
$922K ﹤0.01%
12,324
-17
2439
$919K ﹤0.01%
11,639
2440
$919K ﹤0.01%
16,281
-1,768
2441
$919K ﹤0.01%
30,029
+1,278
2442
$918K ﹤0.01%
36,763
+2,275
2443
$912K ﹤0.01%
9,049
+1,522
2444
$911K ﹤0.01%
19,827
+628
2445
$911K ﹤0.01%
7,782
-415
2446
$911K ﹤0.01%
117,184
+38,175
2447
$910K ﹤0.01%
69,757
+48,252
2448
$909K ﹤0.01%
60,832
-57,531
2449
$909K ﹤0.01%
45,291
+16,895
2450
$907K ﹤0.01%
14,637
+559
96 97
98
99 100