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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
3201
$259K ﹤0.01%
6,585
-495
3202
$258K ﹤0.01%
33,523
+261
3203
$258K ﹤0.01%
14,120
-53
3204
$258K ﹤0.01%
94,838
+48,548
3205
$258K ﹤0.01%
+5,828
3206
$258K ﹤0.01%
+11,506
3207
$257K ﹤0.01%
19,228
+923
3208
$257K ﹤0.01%
4,457
+101
3209
$257K ﹤0.01%
+3,714
3210
$256K ﹤0.01%
12,913
-6,527
3211
$256K ﹤0.01%
+9,697
3212
$256K ﹤0.01%
3,399
-10,637
3213
$255K ﹤0.01%
14,454
-2,301
3214
$255K ﹤0.01%
11,766
-200
3215
$255K ﹤0.01%
19,022
+205
3216
$254K ﹤0.01%
2,501
-1,558
3217
$253K ﹤0.01%
112,412
-7,900
3218
$252K ﹤0.01%
19,911
+2,885
3219
$252K ﹤0.01%
3,816
-113
3220
$252K ﹤0.01%
10,214
-24,490
3221
$252K ﹤0.01%
+5,488
3222
$252K ﹤0.01%
74,433
+2,826
3223
$252K ﹤0.01%
+3,521
3224
$251K ﹤0.01%
35,000
-275,441
3225
$251K ﹤0.01%
15,425
-44,945
127 128
129
130 131