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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
3126
$291K ﹤0.01%
11,921
-965
3127
$291K ﹤0.01%
26,680
+2,909
3128
$291K ﹤0.01%
2,352
-212
3129
$290K ﹤0.01%
5,051
+528
3130
$290K ﹤0.01%
30,540
-4,473
3131
$290K ﹤0.01%
15,092
-8,423
3132
$289K ﹤0.01%
8,093
-2
3133
$289K ﹤0.01%
5,998
+279
3134
$287K ﹤0.01%
2,514
-23
3135
$287K ﹤0.01%
24,593
+3,896
3136
$287K ﹤0.01%
5,661
3137
$287K ﹤0.01%
15,522
-303
3138
$286K ﹤0.01%
6,282
3139
$286K ﹤0.01%
8,207
+48
3140
$285K ﹤0.01%
12,243
-58
3141
$285K ﹤0.01%
28,406
-10,852
3142
$285K ﹤0.01%
21,823
-3,315
3143
$285K ﹤0.01%
+12,590
3144
$284K ﹤0.01%
11,636
+11
3145
$284K ﹤0.01%
24,355
+711
3146
$284K ﹤0.01%
16,204
+3,904
3147
$283K ﹤0.01%
39,514
+517
3148
$283K ﹤0.01%
+8,150
3149
$283K ﹤0.01%
16,189
+301
3150
$282K ﹤0.01%
+2,911
124 125
126
127 128