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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
2901
$430K ﹤0.01%
35,169
-12,218
2902
$430K ﹤0.01%
1,531
+382
2903
$430K ﹤0.01%
+12,078
2904
$429K ﹤0.01%
3,826
-7,054
2905
$428K ﹤0.01%
9,285
+1,586
2906
$426K ﹤0.01%
20,619
+21
2907
$425K ﹤0.01%
7,876
-1,469
2908
$424K ﹤0.01%
59,002
+9,168
2909
$423K ﹤0.01%
46,183
-1,000
2910
$422K ﹤0.01%
22,186
+488
2911
$422K ﹤0.01%
16,538
+2,200
2912
$421K ﹤0.01%
+4,574
2913
$421K ﹤0.01%
96,473
2914
$420K ﹤0.01%
+11,958
2915
$420K ﹤0.01%
+10,656
2916
$419K ﹤0.01%
5,438
-1,213
2917
$418K ﹤0.01%
50,531
+3,316
2918
$417K ﹤0.01%
6,327
-9
2919
$417K ﹤0.01%
28,500
+18,500
2920
$416K ﹤0.01%
4,034
+29
2921
$415K ﹤0.01%
+18,836
2922
$414K ﹤0.01%
9,000
2923
$413K ﹤0.01%
35,099
+840
2924
$413K ﹤0.01%
23,917
+726
2925
$413K ﹤0.01%
83,345
-304,625
115 116
117
118 119