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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
2776
$526K ﹤0.01%
7,017
+161
2777
$525K ﹤0.01%
9,827
-390
2778
$524K ﹤0.01%
5,160
+204
2779
$523K ﹤0.01%
22,844
+685
2780
$522K ﹤0.01%
+7,872
2781
$522K ﹤0.01%
29,099
+16,898
2782
$522K ﹤0.01%
10,355
-17,469
2783
$521K ﹤0.01%
6,558
+453
2784
$521K ﹤0.01%
18,631
+260
2785
$521K ﹤0.01%
20,876
+2,334
2786
$521K ﹤0.01%
7,036
-188
2787
$521K ﹤0.01%
26,858
+1,664
2788
$519K ﹤0.01%
+8,516
2789
$518K ﹤0.01%
7,157
-587
2790
$517K ﹤0.01%
102,778
-9,465
2791
$516K ﹤0.01%
41,220
+7,030
2792
$516K ﹤0.01%
15,528
-300
2793
$515K ﹤0.01%
6,760
2794
$515K ﹤0.01%
+7,078
2795
$514K ﹤0.01%
16,168
+8
2796
$514K ﹤0.01%
101,398
-372
2797
$512K ﹤0.01%
56,990
-16,900
2798
$512K ﹤0.01%
9,853
+2,781
2799
$511K ﹤0.01%
11,491
-3,245
2800
$511K ﹤0.01%
42,671
+8,939
110 111
112
113 114