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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
2551
$767K ﹤0.01%
96,029
+673
2552
$767K ﹤0.01%
15,709
-2,664
2553
$766K ﹤0.01%
25,458
+3,377
2554
$764K ﹤0.01%
8,594
+20
2555
$761K ﹤0.01%
26,940
-230
2556
$761K ﹤0.01%
18,844
-3,582
2557
$759K ﹤0.01%
41,809
+874
2558
$759K ﹤0.01%
14,233
+675
2559
$759K ﹤0.01%
349,595
+123,955
2560
$759K ﹤0.01%
36,932
+9,591
2561
$755K ﹤0.01%
73,101
+38,752
2562
$754K ﹤0.01%
25,144
+11,600
2563
$752K ﹤0.01%
4,326
-519
2564
$752K ﹤0.01%
9,922
-1,197
2565
$751K ﹤0.01%
18,715
-1,907
2566
$747K ﹤0.01%
71,940
+1,423
2567
$745K ﹤0.01%
51,792
+11,383
2568
$742K ﹤0.01%
75,910
+1,672
2569
$740K ﹤0.01%
9,247
+969
2570
$739K ﹤0.01%
13,922
+1,254
2571
$736K ﹤0.01%
11,579
+403
2572
$734K ﹤0.01%
+14,147
2573
$734K ﹤0.01%
28,951
+7,916
2574
$734K ﹤0.01%
1,571
+68
2575
$733K ﹤0.01%
+13,498
101 102
103
104 105