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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
3376
$171K ﹤0.01%
12,944
+110
3377
$171K ﹤0.01%
10,218
-831
3378
$170K ﹤0.01%
15,949
-3,653
3379
$168K ﹤0.01%
27,705
-3,850
3380
$166K ﹤0.01%
15,831
+3,000
3381
$165K ﹤0.01%
44,762
+284
3382
$165K ﹤0.01%
100,000
3383
$165K ﹤0.01%
11,937
+37
3384
$163K ﹤0.01%
14,575
-2,200
3385
$161K ﹤0.01%
29,415
3386
$159K ﹤0.01%
14,632
+132
3387
$158K ﹤0.01%
+42,670
3388
$158K ﹤0.01%
13,937
+581
3389
$157K ﹤0.01%
3,155
+1,399
3390
$156K ﹤0.01%
24,520
+11,492
3391
$156K ﹤0.01%
31,950
-6,102
3392
$155K ﹤0.01%
15,579
+3,144
3393
$151K ﹤0.01%
+10,056
3394
$150K ﹤0.01%
106,458
+22,041
3395
$150K ﹤0.01%
33,537
-51,906
3396
$148K ﹤0.01%
12,987
3397
$148K ﹤0.01%
10,557
3398
$148K ﹤0.01%
+11,407
3399
$148K ﹤0.01%
11,777
+1,203
3400
$143K ﹤0.01%
19,148
-95,996
134 135
136
137 138