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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
3351
$194K ﹤0.01%
115,242
-4,885
3352
$193K ﹤0.01%
+16,220
3353
$191K ﹤0.01%
30,560
3354
$191K ﹤0.01%
18,440
+6,542
3355
$190K ﹤0.01%
15,921
-782
3356
$190K ﹤0.01%
16,232
+18
3357
$189K ﹤0.01%
18,078
+1,619
3358
$188K ﹤0.01%
31,050
-5,878
3359
$187K ﹤0.01%
+10,724
3360
$187K ﹤0.01%
12,757
-16,522
3361
$186K ﹤0.01%
+12,101
3362
$185K ﹤0.01%
+12,669
3363
$184K ﹤0.01%
16,617
+336
3364
$184K ﹤0.01%
12,267
-438
3365
$184K ﹤0.01%
14,931
+857
3366
$182K ﹤0.01%
18,428
-1,493
3367
$182K ﹤0.01%
+16,811
3368
$181K ﹤0.01%
16,668
+1,412
3369
$181K ﹤0.01%
+18,374
3370
$180K ﹤0.01%
28,052
+13,000
3371
$178K ﹤0.01%
+20,194
3372
$177K ﹤0.01%
97,400
-18,541
3373
$177K ﹤0.01%
18,833
-25,500
3374
$175K ﹤0.01%
64,761
-3,305
3375
$173K ﹤0.01%
+51,152
133 134
135
136 137