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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
2751
$553K ﹤0.01%
42,354
-2,996
2752
$552K ﹤0.01%
5,801
-429
2753
$552K ﹤0.01%
16,769
+529
2754
$551K ﹤0.01%
79,910
+4,097
2755
$551K ﹤0.01%
41,884
-223
2756
$551K ﹤0.01%
13,082
+1,144
2757
$549K ﹤0.01%
1,697
-133
2758
$547K ﹤0.01%
29,724
+18,311
2759
$544K ﹤0.01%
327,629
+35,539
2760
$543K ﹤0.01%
11,040
+1,259
2761
$543K ﹤0.01%
6,823
-9,682
2762
$541K ﹤0.01%
4,615
-745
2763
$540K ﹤0.01%
58,964
+34,205
2764
$540K ﹤0.01%
3,407
-249
2765
$539K ﹤0.01%
10,418
+1,006
2766
$538K ﹤0.01%
59,123
-11,156
2767
$538K ﹤0.01%
5,976
2768
$535K ﹤0.01%
24,187
+1,634
2769
$534K ﹤0.01%
8,686
+1,173
2770
$534K ﹤0.01%
8,572
-19
2771
$532K ﹤0.01%
22,093
+1,470
2772
$528K ﹤0.01%
11,537
-2,499
2773
$528K ﹤0.01%
8,219
-4
2774
$527K ﹤0.01%
18,899
-942
2775
$527K ﹤0.01%
35,876
-11,684
109 110
111
112 113