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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
3276
$224K ﹤0.01%
+5,572
3277
$224K ﹤0.01%
3,250
-236
3278
$223K ﹤0.01%
14,465
-931
3279
$223K ﹤0.01%
+2,072
3280
$223K ﹤0.01%
+1,297
3281
$223K ﹤0.01%
+7,317
3282
$223K ﹤0.01%
+3,013
3283
$222K ﹤0.01%
+5,278
3284
$221K ﹤0.01%
5,660
-655
3285
$221K ﹤0.01%
33,497
-131,732
3286
$220K ﹤0.01%
+4,042
3287
$218K ﹤0.01%
12,703
-83,907
3288
$218K ﹤0.01%
15,753
-23
3289
$218K ﹤0.01%
+6,033
3290
$217K ﹤0.01%
12,700
3291
$217K ﹤0.01%
13,337
-6,388
3292
$216K ﹤0.01%
8,508
-40
3293
$216K ﹤0.01%
8,948
+145
3294
$216K ﹤0.01%
10,805
3295
$216K ﹤0.01%
30,500
-58
3296
$216K ﹤0.01%
25,219
-3,151
3297
$215K ﹤0.01%
10,126
-17
3298
$215K ﹤0.01%
3,826
-58
3299
$215K ﹤0.01%
21,149
-51,267
3300
$215K ﹤0.01%
+7,158
130 131
132
133 134