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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
2526
$806K ﹤0.01%
29,335
-712
2527
$804K ﹤0.01%
28,941
+1,160
2528
$804K ﹤0.01%
+15,199
2529
$801K ﹤0.01%
54,050
+35,162
2530
$798K ﹤0.01%
64,434
-32,862
2531
$795K ﹤0.01%
55,168
-3
2532
$792K ﹤0.01%
22,930
+40
2533
$792K ﹤0.01%
6,140
+138
2534
$789K ﹤0.01%
10,767
-3,810
2535
$789K ﹤0.01%
117,786
-25,267
2536
$786K ﹤0.01%
7,470
+875
2537
$785K ﹤0.01%
87,715
+3,101
2538
$782K ﹤0.01%
+32,130
2539
$781K ﹤0.01%
5,322
-615
2540
$780K ﹤0.01%
39,413
-9,753
2541
$780K ﹤0.01%
42,969
2542
$774K ﹤0.01%
6,397
-277
2543
$773K ﹤0.01%
38,894
-2,208
2544
$772K ﹤0.01%
13,155
+1,441
2545
$772K ﹤0.01%
35,425
-942
2546
$772K ﹤0.01%
49,474
-16,106
2547
$771K ﹤0.01%
10,553
+5,580
2548
$771K ﹤0.01%
26,789
+608
2549
$770K ﹤0.01%
75,885
+7,016
2550
$769K ﹤0.01%
13,262
-1,822
100 101
102
103 104