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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
2851
$474K ﹤0.01%
24,900
+371
2852
$472K ﹤0.01%
10,708
-333
2853
$471K ﹤0.01%
4,168
-383
2854
$470K ﹤0.01%
+20,014
2855
$470K ﹤0.01%
3,914
+148
2856
$468K ﹤0.01%
9,783
+93
2857
$468K ﹤0.01%
16,468
+415
2858
$467K ﹤0.01%
31,301
+674
2859
$466K ﹤0.01%
2,200
-50
2860
$465K ﹤0.01%
58,000
2861
$464K ﹤0.01%
+20,680
2862
$464K ﹤0.01%
15,539
-2,014
2863
$464K ﹤0.01%
5,833
+164
2864
$463K ﹤0.01%
18,385
-340
2865
$463K ﹤0.01%
36,088
-3,009
2866
$462K ﹤0.01%
11,578
-1,439
2867
$461K ﹤0.01%
30,346
+199
2868
$461K ﹤0.01%
51,791
+3,700
2869
$461K ﹤0.01%
4,839
+258
2870
$459K ﹤0.01%
+21,231
2871
$459K ﹤0.01%
4,232
+1,150
2872
$459K ﹤0.01%
6,488
-298
2873
$455K ﹤0.01%
12,672
-17,518
2874
$455K ﹤0.01%
21,273
+5,632
2875
$455K ﹤0.01%
4,986
-249
113 114
115
116 117