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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
2951
$392K ﹤0.01%
25,473
-661
2952
$391K ﹤0.01%
+3,998
2953
$390K ﹤0.01%
32,268
-500
2954
$390K ﹤0.01%
3,158
+86
2955
$389K ﹤0.01%
2,085
-1,303
2956
$388K ﹤0.01%
24,060
+224
2957
$387K ﹤0.01%
10,955
-34,117
2958
$386K ﹤0.01%
22,922
-129,613
2959
$385K ﹤0.01%
25,200
-109
2960
$385K ﹤0.01%
10,332
+172
2961
$385K ﹤0.01%
10,436
+336
2962
$384K ﹤0.01%
21,935
+997
2963
$383K ﹤0.01%
7,963
-855
2964
$382K ﹤0.01%
+11,061
2965
$382K ﹤0.01%
4,589
+184
2966
$382K ﹤0.01%
14,009
-387
2967
$382K ﹤0.01%
+15,119
2968
$381K ﹤0.01%
+14,695
2969
$381K ﹤0.01%
92,243
2970
$380K ﹤0.01%
11,219
-29
2971
$380K ﹤0.01%
13,506
-81,544
2972
$379K ﹤0.01%
+3,613
2973
$378K ﹤0.01%
14,649
-13,116
2974
$378K ﹤0.01%
6,601
+1
2975
$378K ﹤0.01%
+12,245
117 118
119
120 121