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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
3101
$304K ﹤0.01%
18,717
+2,016
3102
$303K ﹤0.01%
+9,953
3103
$303K ﹤0.01%
31,905
+900
3104
$303K ﹤0.01%
27,826
-12,345
3105
$302K ﹤0.01%
12,440
+1,599
3106
$301K ﹤0.01%
87,480
+44,200
3107
$301K ﹤0.01%
6,856
+970
3108
$300K ﹤0.01%
+11,450
3109
$300K ﹤0.01%
7,647
+3
3110
$300K ﹤0.01%
10,912
+65
3111
$299K ﹤0.01%
4,299
-46,693
3112
$298K ﹤0.01%
5,226
+153
3113
$298K ﹤0.01%
14,466
-3,873
3114
$298K ﹤0.01%
6,618
-35
3115
$297K ﹤0.01%
16,416
+250
3116
$297K ﹤0.01%
6,047
-207
3117
$296K ﹤0.01%
+6,704
3118
$295K ﹤0.01%
15,892
+16
3119
$295K ﹤0.01%
+10,979
3120
$295K ﹤0.01%
+5,871
3121
$295K ﹤0.01%
7,576
-226
3122
$293K ﹤0.01%
4,755
3123
$293K ﹤0.01%
21,098
-2,829
3124
$293K ﹤0.01%
2,665
-10,503
3125
$292K ﹤0.01%
+9,988
123 124
125
126 127