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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
2876
$453K ﹤0.01%
30,263
-17,076
2877
$453K ﹤0.01%
15,545
-900
2878
$453K ﹤0.01%
+17,023
2879
$452K ﹤0.01%
7,200
-710
2880
$448K ﹤0.01%
25,922
+6,965
2881
$446K ﹤0.01%
19,392
-5,064
2882
$446K ﹤0.01%
208,295
+636
2883
$443K ﹤0.01%
+8,754
2884
$442K ﹤0.01%
+13,596
2885
$442K ﹤0.01%
19,480
2886
$442K ﹤0.01%
42,717
-53,304
2887
$441K ﹤0.01%
140,764
+12,500
2888
$441K ﹤0.01%
55,134
+2,507
2889
$440K ﹤0.01%
17,090
+1,236
2890
$439K ﹤0.01%
7,943
+15
2891
$439K ﹤0.01%
40,427
+3,325
2892
$438K ﹤0.01%
+20,628
2893
$438K ﹤0.01%
12,120
-5,395
2894
$437K ﹤0.01%
32,230
+1,980
2895
$437K ﹤0.01%
15,465
-12,804
2896
$437K ﹤0.01%
36,889
-2,242
2897
$436K ﹤0.01%
12,220
+3,270
2898
$435K ﹤0.01%
+4,302
2899
$435K ﹤0.01%
4,340
-1,316
2900
$433K ﹤0.01%
6,101
-605
114 115
116
117 118