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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
2626
$678K ﹤0.01%
46,987
-20,641
2627
$677K ﹤0.01%
10,105
+1,813
2628
$674K ﹤0.01%
+23,540
2629
$673K ﹤0.01%
31,354
+8,771
2630
$672K ﹤0.01%
17,376
-97
2631
$672K ﹤0.01%
19,350
+1,100
2632
$672K ﹤0.01%
15,362
+1,702
2633
$672K ﹤0.01%
61,556
-1,991
2634
$671K ﹤0.01%
276,128
-36,073
2635
$669K ﹤0.01%
88,141
-3,649
2636
$669K ﹤0.01%
5,507
+1,185
2637
$669K ﹤0.01%
18,090
+1,578
2638
$667K ﹤0.01%
+20,722
2639
$667K ﹤0.01%
21,709
+44
2640
$666K ﹤0.01%
78,626
+753
2641
$666K ﹤0.01%
+18,306
2642
$664K ﹤0.01%
23,932
-11,816
2643
$659K ﹤0.01%
61,233
-3,893
2644
$659K ﹤0.01%
17,529
+168
2645
$659K ﹤0.01%
+13,514
2646
$659K ﹤0.01%
+7,424
2647
$657K ﹤0.01%
80,341
+1,727
2648
$657K ﹤0.01%
16,224
-61,471
2649
$657K ﹤0.01%
63,780
+10,686
2650
$657K ﹤0.01%
2,754
+86
104 105
106
107 108