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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
2501
$839K ﹤0.01%
12,812
-3,043
2502
$838K ﹤0.01%
44,674
-10,455
2503
$837K ﹤0.01%
209,729
+60
2504
$833K ﹤0.01%
12,780
+300
2505
$833K ﹤0.01%
80,668
+2,104
2506
$831K ﹤0.01%
29,024
-293
2507
$829K ﹤0.01%
56,484
-295,897
2508
$829K ﹤0.01%
53,208
-4,820
2509
$824K ﹤0.01%
39,014
+958
2510
$823K ﹤0.01%
53,186
+1,037
2511
$823K ﹤0.01%
77,106
-208
2512
$823K ﹤0.01%
18,852
+300
2513
$822K ﹤0.01%
38,114
-2,921
2514
$821K ﹤0.01%
8,494
-4,595
2515
$821K ﹤0.01%
8,706
-4,093
2516
$821K ﹤0.01%
8,961
-177
2517
$819K ﹤0.01%
20,467
-71,115
2518
$816K ﹤0.01%
15,367
-3,693
2519
$815K ﹤0.01%
15,515
-2,430
2520
$815K ﹤0.01%
8,817
+2,969
2521
$814K ﹤0.01%
64,626
+1,662
2522
$813K ﹤0.01%
12,982
-2,094
2523
$809K ﹤0.01%
294,246
-410
2524
$809K ﹤0.01%
27,443
-724
2525
$807K ﹤0.01%
18,705
-2,500
99 100
101
102 103