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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
3076
$316K ﹤0.01%
11,523
-14,937
3077
$316K ﹤0.01%
22,603
+1,336
3078
$316K ﹤0.01%
14,443
+2,287
3079
$315K ﹤0.01%
2,450
3080
$315K ﹤0.01%
4,809
-557
3081
$315K ﹤0.01%
25,699
-867
3082
$315K ﹤0.01%
+14,750
3083
$315K ﹤0.01%
+16,418
3084
$315K ﹤0.01%
8,349
-23,772
3085
$314K ﹤0.01%
12,477
3086
$313K ﹤0.01%
+10,146
3087
$313K ﹤0.01%
48,001
-1,999
3088
$313K ﹤0.01%
12,240
+584
3089
$312K ﹤0.01%
+6,119
3090
$312K ﹤0.01%
16,177
-14,320
3091
$309K ﹤0.01%
3,230
+31
3092
$309K ﹤0.01%
17,449
+2,299
3093
$308K ﹤0.01%
11,443
+2,075
3094
$307K ﹤0.01%
8,310
-2,946
3095
$307K ﹤0.01%
24,738
+12,743
3096
$306K ﹤0.01%
8,625
+163
3097
$305K ﹤0.01%
19,963
-4,153
3098
$305K ﹤0.01%
16,981
-2,202
3099
$305K ﹤0.01%
6,062
+1,057
3100
$304K ﹤0.01%
+5,236
122 123
124
125 126