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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
2576
$732K ﹤0.01%
621
+10
2577
$732K ﹤0.01%
20,544
-5,217
2578
$730K ﹤0.01%
68,627
-2,416
2579
$729K ﹤0.01%
9,735
-3,905
2580
$728K ﹤0.01%
28,809
-1,286
2581
$727K ﹤0.01%
20,526
+1,020
2582
$727K ﹤0.01%
10,044
-36,442
2583
$727K ﹤0.01%
14,908
-880
2584
$726K ﹤0.01%
7,233
-220
2585
$726K ﹤0.01%
5,463
-200
2586
$726K ﹤0.01%
2,865
-66
2587
$723K ﹤0.01%
6,207
-386
2588
$722K ﹤0.01%
19,195
+2,490
2589
$721K ﹤0.01%
69,394
+1,196
2590
$718K ﹤0.01%
+45,075
2591
$717K ﹤0.01%
64,716
-824
2592
$716K ﹤0.01%
16,095
+12
2593
$714K ﹤0.01%
63,666
-6,901
2594
$714K ﹤0.01%
+13,123
2595
$709K ﹤0.01%
27,079
-6,496
2596
$707K ﹤0.01%
4,090
+45
2597
$706K ﹤0.01%
4,343
+955
2598
$703K ﹤0.01%
10,810
+7,264
2599
$701K ﹤0.01%
47,102
-847
2600
$700K ﹤0.01%
17,023
-7,674
102 103
104
105 106