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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
2926
$412K ﹤0.01%
19,619
+9,222
2927
$408K ﹤0.01%
7,676
-293
2928
$406K ﹤0.01%
20,912
+2,848
2929
$406K ﹤0.01%
+7,710
2930
$405K ﹤0.01%
7,188
+1,104
2931
$403K ﹤0.01%
21,425
-2,508
2932
$403K ﹤0.01%
15,659
+995
2933
$402K ﹤0.01%
8,921
2934
$402K ﹤0.01%
3,503
+12
2935
$402K ﹤0.01%
9,855
-848
2936
$401K ﹤0.01%
37,182
+266
2937
$400K ﹤0.01%
7,850
+91
2938
$399K ﹤0.01%
8,104
-107
2939
$399K ﹤0.01%
15,304
+2,837
2940
$398K ﹤0.01%
67,229
+5,877
2941
$397K ﹤0.01%
7,091
-271
2942
$397K ﹤0.01%
14,176
+1,108
2943
$396K ﹤0.01%
11,262
+4,675
2944
$395K ﹤0.01%
7,375
-1,403
2945
$395K ﹤0.01%
10,599
+4,372
2946
$394K ﹤0.01%
14,270
+284
2947
$393K ﹤0.01%
5,202
+584
2948
$392K ﹤0.01%
6,627
-835
2949
$392K ﹤0.01%
5,151
2950
$392K ﹤0.01%
+11,400
116 117
118
119 120