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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
3176
$271K ﹤0.01%
3,481
+392
3177
$270K ﹤0.01%
2,317
+440
3178
$269K ﹤0.01%
3,394
-390
3179
$269K ﹤0.01%
+11,641
3180
$269K ﹤0.01%
+9,457
3181
$268K ﹤0.01%
3,113
-179
3182
$267K ﹤0.01%
6,423
+30
3183
$267K ﹤0.01%
7,764
+1,633
3184
$266K ﹤0.01%
3,398
+51
3185
$266K ﹤0.01%
+9,100
3186
$266K ﹤0.01%
128,419
-4,077
3187
$266K ﹤0.01%
60,000
3188
$265K ﹤0.01%
+5,137
3189
$265K ﹤0.01%
19,428
-3,128
3190
$264K ﹤0.01%
1,484
+42
3191
$264K ﹤0.01%
+13,756
3192
$263K ﹤0.01%
14,441
-1,327
3193
$261K ﹤0.01%
4,638
-50,342
3194
$261K ﹤0.01%
8,355
-1,460
3195
$260K ﹤0.01%
+394
3196
$260K ﹤0.01%
5,211
+461
3197
$260K ﹤0.01%
20,820
-10,000
3198
$260K ﹤0.01%
7,731
-577
3199
$260K ﹤0.01%
+1,562
3200
$260K ﹤0.01%
12,822
+102
126 127
128
129 130