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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
2651
$653K ﹤0.01%
31,660
+204
2652
$653K ﹤0.01%
25,871
+7,961
2653
$652K ﹤0.01%
72,461
+12,267
2654
$649K ﹤0.01%
11,766
-1,059
2655
$649K ﹤0.01%
8,295
2656
$647K ﹤0.01%
6,451
+2,745
2657
$647K ﹤0.01%
2,375
+1,026
2658
$646K ﹤0.01%
6,556
-339
2659
$644K ﹤0.01%
12,890
+112
2660
$644K ﹤0.01%
10,806
-126
2661
$644K ﹤0.01%
+28,892
2662
$642K ﹤0.01%
42,821
+77
2663
$640K ﹤0.01%
3,678
2664
$639K ﹤0.01%
35,485
-78,765
2665
$637K ﹤0.01%
9,897
+990
2666
$637K ﹤0.01%
44,660
-13,674
2667
$637K ﹤0.01%
21,017
+695
2668
$637K ﹤0.01%
22,413
-2,620
2669
$636K ﹤0.01%
7,126
+1,155
2670
$634K ﹤0.01%
49,885
+835
2671
$631K ﹤0.01%
22,378
-1,046
2672
$630K ﹤0.01%
103,944
+1,250
2673
$628K ﹤0.01%
+58,166
2674
$627K ﹤0.01%
56,866
+3,532
2675
$626K ﹤0.01%
53,090
+81
105 106
107
108 109