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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
2701
$603K ﹤0.01%
8,572
+1,394
2702
$603K ﹤0.01%
15,089
-1,229
2703
$602K ﹤0.01%
7,324
-127
2704
$601K ﹤0.01%
7,103
-37
2705
$598K ﹤0.01%
12,308
2706
$597K ﹤0.01%
15,999
-367
2707
$593K ﹤0.01%
58,575
+5,745
2708
$593K ﹤0.01%
9,626
-1,062
2709
$593K ﹤0.01%
6,687
+1,043
2710
$593K ﹤0.01%
21,404
-4,253
2711
$591K ﹤0.01%
+39,126
2712
$589K ﹤0.01%
34,886
-611
2713
$589K ﹤0.01%
+65,529
2714
$589K ﹤0.01%
16,162
+838
2715
$588K ﹤0.01%
3,968
+1,195
2716
$588K ﹤0.01%
65,327
-1,956
2717
$587K ﹤0.01%
15,317
-1,082
2718
$587K ﹤0.01%
51,508
+24,677
2719
$586K ﹤0.01%
3,587
-5,867
2720
$585K ﹤0.01%
21,637
-7,275
2721
$584K ﹤0.01%
10,450
-1,455
2722
$583K ﹤0.01%
7,004
+242
2723
$583K ﹤0.01%
73,025
+27,699
2724
$582K ﹤0.01%
36,225
-34,956
2725
$579K ﹤0.01%
7,940
-1,334
107 108
109
110 111