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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
3251
$237K ﹤0.01%
+7,590
3252
$237K ﹤0.01%
19,680
+889
3253
$237K ﹤0.01%
14,325
3254
$237K ﹤0.01%
13,474
-379
3255
$235K ﹤0.01%
15,410
-1,937
3256
$235K ﹤0.01%
12,016
-26,780
3257
$234K ﹤0.01%
+5,722
3258
$234K ﹤0.01%
+43,625
3259
$234K ﹤0.01%
19,867
-600
3260
$233K ﹤0.01%
+3,750
3261
$233K ﹤0.01%
18,958
+4,029
3262
$233K ﹤0.01%
38,821
-144
3263
$233K ﹤0.01%
+1,118
3264
$230K ﹤0.01%
+1,898
3265
$230K ﹤0.01%
39,264
+464
3266
$230K ﹤0.01%
32,275
+5,835
3267
$230K ﹤0.01%
+5,322
3268
$230K ﹤0.01%
2,933
-291
3269
$228K ﹤0.01%
33,299
-17,925
3270
$228K ﹤0.01%
60,411
+18,851
3271
$227K ﹤0.01%
2,287
-392
3272
$227K ﹤0.01%
+2,898
3273
$225K ﹤0.01%
45,060
+2,747
3274
$225K ﹤0.01%
14,848
-364
3275
$224K ﹤0.01%
15,525
129 130
131
132 133