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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
2826
$490K ﹤0.01%
122,000
-4,853
2827
$490K ﹤0.01%
6,833
-879
2828
$490K ﹤0.01%
22,176
+5,903
2829
$490K ﹤0.01%
+13,145
2830
$488K ﹤0.01%
10,504
+358
2831
$488K ﹤0.01%
31,020
+620
2832
$487K ﹤0.01%
4,290
-1,773
2833
$487K ﹤0.01%
54,798
-3,805
2834
$487K ﹤0.01%
9,048
-342
2835
$486K ﹤0.01%
10,762
-472
2836
$480K ﹤0.01%
157,492
+141,388
2837
$480K ﹤0.01%
+4,518
2838
$480K ﹤0.01%
5,130
-5,039
2839
$480K ﹤0.01%
92,583
+21,997
2840
$479K ﹤0.01%
4,763
-59
2841
$478K ﹤0.01%
6,839
-135
2842
$478K ﹤0.01%
40,642
+7,274
2843
$477K ﹤0.01%
12,864
+1,720
2844
$477K ﹤0.01%
5,623
-139
2845
$477K ﹤0.01%
55,941
+17,384
2846
$476K ﹤0.01%
88,718
+1,150
2847
$475K ﹤0.01%
74,757
-2,793
2848
$474K ﹤0.01%
16,013
+1,345
2849
$474K ﹤0.01%
40,993
-2,297
2850
$474K ﹤0.01%
39,014
+3,485
112 113
114
115 116