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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
3051
$332K ﹤0.01%
3,852
-487
3052
$331K ﹤0.01%
31,137
-1,250
3053
$330K ﹤0.01%
7,506
-15,910
3054
$330K ﹤0.01%
5,059
3055
$329K ﹤0.01%
8,764
-967
3056
$329K ﹤0.01%
21,229
+250
3057
$328K ﹤0.01%
6,580
+608
3058
$327K ﹤0.01%
7,615
+232
3059
$326K ﹤0.01%
+8,477
3060
$326K ﹤0.01%
17,504
-917
3061
$326K ﹤0.01%
+6,096
3062
$325K ﹤0.01%
10,762
-504
3063
$324K ﹤0.01%
25,165
-3,733
3064
$323K ﹤0.01%
+5,614
3065
$322K ﹤0.01%
+13,598
3066
$322K ﹤0.01%
63,676
+27,438
3067
$322K ﹤0.01%
1,192
-156
3068
$322K ﹤0.01%
8,887
-270
3069
$322K ﹤0.01%
7,520
+15
3070
$320K ﹤0.01%
34,786
+5,200
3071
$320K ﹤0.01%
11,058
3072
$319K ﹤0.01%
8,058
-1,256
3073
$318K ﹤0.01%
12,126
+2,755
3074
$318K ﹤0.01%
4,900
-600
3075
$317K ﹤0.01%
11,500
121 122
123
124 125