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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
2601
$700K ﹤0.01%
42,939
+2,835
2602
$700K ﹤0.01%
19,828
+3,512
2603
$699K ﹤0.01%
24,193
+89
2604
$699K ﹤0.01%
8,902
-39
2605
$697K ﹤0.01%
8,614
-305
2606
$697K ﹤0.01%
13,061
+78
2607
$697K ﹤0.01%
13,731
+4,290
2608
$697K ﹤0.01%
5,809
+108
2609
$693K ﹤0.01%
+4,700
2610
$692K ﹤0.01%
12,610
-265
2611
$691K ﹤0.01%
12,313
-1,438
2612
$690K ﹤0.01%
6,850
+25
2613
$689K ﹤0.01%
16,258
+121
2614
$689K ﹤0.01%
+19,278
2615
$688K ﹤0.01%
22,421
-327
2616
$684K ﹤0.01%
12,829
+6,821
2617
$684K ﹤0.01%
6,124
-12,523
2618
$683K ﹤0.01%
6,503
+3,535
2619
$682K ﹤0.01%
11,910
+349
2620
$681K ﹤0.01%
12,922
+1,816
2621
$680K ﹤0.01%
31,039
-1,752
2622
$679K ﹤0.01%
26,182
+4,041
2623
$679K ﹤0.01%
44,895
+1,214
2624
$679K ﹤0.01%
278,341
+238,350
2625
$678K ﹤0.01%
73,228
103 104
105
106 107