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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
3001
$363K ﹤0.01%
3,990
-53,032
3002
$363K ﹤0.01%
33,643
+22,746
3003
$363K ﹤0.01%
26,964
+3,663
3004
$362K ﹤0.01%
31,998
+15,770
3005
$361K ﹤0.01%
+7,059
3006
$361K ﹤0.01%
4,029
+494
3007
$360K ﹤0.01%
+6,109
3008
$358K ﹤0.01%
4,414
3009
$358K ﹤0.01%
14,909
+593
3010
$357K ﹤0.01%
28,167
+710
3011
$356K ﹤0.01%
+5,321
3012
$355K ﹤0.01%
7,909
-23,222
3013
$355K ﹤0.01%
14,247
+455
3014
$354K ﹤0.01%
27,162
+3,593
3015
$354K ﹤0.01%
87,157
+9,700
3016
$353K ﹤0.01%
22,226
+504
3017
$352K ﹤0.01%
12,386
+2,254
3018
$351K ﹤0.01%
5,512
+549
3019
$349K ﹤0.01%
28,008
-43,578
3020
$349K ﹤0.01%
5,144
-162
3021
$349K ﹤0.01%
31,184
+6,282
3022
$348K ﹤0.01%
4,985
+169
3023
$348K ﹤0.01%
10,347
+1,445
3024
$347K ﹤0.01%
36,037
-7,571
3025
$347K ﹤0.01%
6,817
-38,485
119 120
121
122 123