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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
2976
$378K ﹤0.01%
5,074
-7,305
2977
$377K ﹤0.01%
4,284
-19,399
2978
$377K ﹤0.01%
12,828
-1,287
2979
$376K ﹤0.01%
13,251
-158
2980
$376K ﹤0.01%
+16,816
2981
$374K ﹤0.01%
108,151
+8,076
2982
$373K ﹤0.01%
+13,685
2983
$372K ﹤0.01%
42,098
+130
2984
$371K ﹤0.01%
7,096
-4
2985
$371K ﹤0.01%
16,291
+680
2986
$371K ﹤0.01%
8,163
-7
2987
$369K ﹤0.01%
15,177
-1,156
2988
$368K ﹤0.01%
29,204
-210,936
2989
$368K ﹤0.01%
41,968
-1,455
2990
$366K ﹤0.01%
31,434
+14,859
2991
$365K ﹤0.01%
15,590
+281
2992
$364K ﹤0.01%
+30,295
2993
$364K ﹤0.01%
+28,946
2994
$364K ﹤0.01%
4,326
-2
2995
$364K ﹤0.01%
8,838
-1,091
2996
$364K ﹤0.01%
29,823
+1,597
2997
$364K ﹤0.01%
46,209
+1,929
2998
$364K ﹤0.01%
10,900
+2,900
2999
$363K ﹤0.01%
14,883
-75,331
3000
$363K ﹤0.01%
43,944
-4,348
118 119
120
121 122