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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
3301
$214K ﹤0.01%
+8,630
3302
$214K ﹤0.01%
28,746
-586
3303
$214K ﹤0.01%
2,138
-596
3304
$213K ﹤0.01%
11,000
-216
3305
$213K ﹤0.01%
12,905
+334
3306
$212K ﹤0.01%
12,939
+566
3307
$212K ﹤0.01%
+1,929
3308
$212K ﹤0.01%
135,027
3309
$212K ﹤0.01%
+8,137
3310
$212K ﹤0.01%
19,123
-7,150
3311
$212K ﹤0.01%
+7,982
3312
$211K ﹤0.01%
6,696
3313
$211K ﹤0.01%
7,498
+917
3314
$211K ﹤0.01%
8,511
-2,003
3315
$211K ﹤0.01%
+5,199
3316
$210K ﹤0.01%
102,500
+92,500
3317
$210K ﹤0.01%
4,245
+31
3318
$210K ﹤0.01%
+1,095
3319
$210K ﹤0.01%
36,600
+14,500
3320
$210K ﹤0.01%
22,901
+2,250
3321
$209K ﹤0.01%
11,015
-2,120
3322
$209K ﹤0.01%
29,753
+1
3323
$208K ﹤0.01%
+6,799
3324
$208K ﹤0.01%
+2,728
3325
$207K ﹤0.01%
13,073
-4,004
131 132
133
134 135