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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
3151
$282K ﹤0.01%
5,215
+698
3152
$282K ﹤0.01%
3,352
+77
3153
$281K ﹤0.01%
3,995
+51
3154
$281K ﹤0.01%
+4,520
3155
$281K ﹤0.01%
6,575
+50
3156
$281K ﹤0.01%
18,618
+6
3157
$280K ﹤0.01%
+2,540
3158
$280K ﹤0.01%
3,622
+10
3159
$279K ﹤0.01%
16,366
+400
3160
$279K ﹤0.01%
5,270
-239
3161
$277K ﹤0.01%
3,615
+461
3162
$277K ﹤0.01%
12,306
+64
3163
$277K ﹤0.01%
3,375
-599
3164
$276K ﹤0.01%
9,563
+677
3165
$276K ﹤0.01%
+11,307
3166
$276K ﹤0.01%
+14,806
3167
$276K ﹤0.01%
7,999
3168
$276K ﹤0.01%
9,498
+367
3169
$275K ﹤0.01%
+11,240
3170
$274K ﹤0.01%
4,308
+27
3171
$274K ﹤0.01%
5,700
3172
$274K ﹤0.01%
11,783
-1,972
3173
$273K ﹤0.01%
7,759
3174
$272K ﹤0.01%
+3,686
3175
$272K ﹤0.01%
7,367
+60
125 126
127
128 129