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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
2676
$626K ﹤0.01%
9,722
+418
2677
$625K ﹤0.01%
14,727
+1,569
2678
$624K ﹤0.01%
27,473
+4,894
2679
$623K ﹤0.01%
19,962
-5,209
2680
$622K ﹤0.01%
20,426
+704
2681
$621K ﹤0.01%
64,794
-1,720
2682
$619K ﹤0.01%
107,824
+42,846
2683
$619K ﹤0.01%
198,287
+9,531
2684
$619K ﹤0.01%
35,677
+4,208
2685
$616K ﹤0.01%
8,491
-1,109
2686
$616K ﹤0.01%
43,596
-985
2687
$614K ﹤0.01%
18,564
2688
$612K ﹤0.01%
18,248
+1,828
2689
$611K ﹤0.01%
4,759
+7
2690
$611K ﹤0.01%
13,014
+5,762
2691
$610K ﹤0.01%
18,941
+296
2692
$609K ﹤0.01%
37,710
+13,885
2693
$608K ﹤0.01%
16,885
-990
2694
$607K ﹤0.01%
53,195
+36,708
2695
$606K ﹤0.01%
62,525
+2,120
2696
$606K ﹤0.01%
5,096
+2,938
2697
$605K ﹤0.01%
2,412
+343
2698
$605K ﹤0.01%
6,227
+342
2699
$605K ﹤0.01%
9,980
-293
2700
$604K ﹤0.01%
27,311
+1,654
106 107
108
109 110