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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
2476
$872K ﹤0.01%
69,924
-1,378
2477
$872K ﹤0.01%
8,397
-999
2478
$870K ﹤0.01%
67,002
+4,066
2479
$869K ﹤0.01%
28,076
-71,013
2480
$869K ﹤0.01%
36,395
+252
2481
$869K ﹤0.01%
19,936
+5,220
2482
$867K ﹤0.01%
32,380
+2,730
2483
$866K ﹤0.01%
27,802
-683
2484
$866K ﹤0.01%
31,834
+1,312
2485
$864K ﹤0.01%
173,183
+128,753
2486
$863K ﹤0.01%
12,445
+472
2487
$860K ﹤0.01%
16,251
+2,670
2488
$860K ﹤0.01%
52,377
+58
2489
$859K ﹤0.01%
+26,588
2490
$857K ﹤0.01%
4,902
-646
2491
$857K ﹤0.01%
13,891
-16,202
2492
$856K ﹤0.01%
13,461
+1,807
2493
$856K ﹤0.01%
12,412
+326
2494
$851K ﹤0.01%
19,056
-372
2495
$849K ﹤0.01%
35,458
+2,453
2496
$848K ﹤0.01%
24,838
-134
2497
$845K ﹤0.01%
44,161
-881,989
2498
$843K ﹤0.01%
9,081
-842
2499
$842K ﹤0.01%
222,245
+2,300
2500
$841K ﹤0.01%
17,466
+7,452
98 99
100
101 102