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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
3326
$206K ﹤0.01%
70,437
-12,000
3327
$206K ﹤0.01%
+4,450
3328
$205K ﹤0.01%
+18,977
3329
$205K ﹤0.01%
+7,641
3330
$204K ﹤0.01%
+16,729
3331
$204K ﹤0.01%
2,030
-14
3332
$204K ﹤0.01%
2,430
-935
3333
$204K ﹤0.01%
4,950
3334
$204K ﹤0.01%
5,032
-997
3335
$203K ﹤0.01%
+4,099
3336
$203K ﹤0.01%
68,349
-191
3337
$203K ﹤0.01%
38,721
-5,068
3338
$202K ﹤0.01%
32,598
+364
3339
$202K ﹤0.01%
+9,840
3340
$202K ﹤0.01%
21,349
-69,520
3341
$201K ﹤0.01%
21,476
+2,484
3342
$201K ﹤0.01%
4,821
-700
3343
$200K ﹤0.01%
+5,039
3344
$200K ﹤0.01%
34,700
+4,285
3345
$199K ﹤0.01%
26,447
-2,518
3346
$199K ﹤0.01%
15,586
-5,218
3347
$198K ﹤0.01%
11,978
+430
3348
$197K ﹤0.01%
30,177
-20,443
3349
$196K ﹤0.01%
14,750
3350
$196K ﹤0.01%
10,782
-3,747
132 133
134
135 136