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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
2801
$511K ﹤0.01%
321,319
+6,702
2802
$511K ﹤0.01%
4,864
-462
2803
$510K ﹤0.01%
75,606
+15,690
2804
$510K ﹤0.01%
+40,958
2805
$508K ﹤0.01%
13,986
-2,844
2806
$508K ﹤0.01%
18,700
+200
2807
$507K ﹤0.01%
12,457
-3,700
2808
$507K ﹤0.01%
20,416
-3,473
2809
$506K ﹤0.01%
7,366
-132
2810
$504K ﹤0.01%
+12,429
2811
$504K ﹤0.01%
50,362
-3,091
2812
$504K ﹤0.01%
10,860
+715
2813
$503K ﹤0.01%
42,274
+390
2814
$502K ﹤0.01%
6,534
-22
2815
$500K ﹤0.01%
5,548
+830
2816
$500K ﹤0.01%
130,148
+13,166
2817
$500K ﹤0.01%
20,231
+557
2818
$499K ﹤0.01%
27,898
+672
2819
$498K ﹤0.01%
14,359
-65
2820
$497K ﹤0.01%
63,128
+1,578
2821
$497K ﹤0.01%
26,623
-420
2822
$495K ﹤0.01%
+6,835
2823
$495K ﹤0.01%
80,883
-10,453
2824
$494K ﹤0.01%
15,383
-2,023
2825
$493K ﹤0.01%
23,160
+4,509
111 112
113
114 115