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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
3401
$143K ﹤0.01%
13,618
+2,839
3402
$142K ﹤0.01%
+13,450
3403
$141K ﹤0.01%
+10,470
3404
$141K ﹤0.01%
6,552
3405
$141K ﹤0.01%
10,600
-840
3406
$139K ﹤0.01%
17,360
-39,900
3407
$138K ﹤0.01%
39,343
-1,018
3408
$138K ﹤0.01%
13,081
+1,215
3409
$137K ﹤0.01%
77,600
-3,000
3410
$136K ﹤0.01%
+11,753
3411
$135K ﹤0.01%
21,777
-53,667
3412
$133K ﹤0.01%
12,677
3413
$131K ﹤0.01%
10,256
-3,823
3414
$131K ﹤0.01%
19,949
3415
$130K ﹤0.01%
+18,635
3416
$130K ﹤0.01%
13,082
+896
3417
$130K ﹤0.01%
11,329
+135
3418
$128K ﹤0.01%
39,200
+22,850
3419
$126K ﹤0.01%
10,500
3420
$126K ﹤0.01%
23,558
+32
3421
$124K ﹤0.01%
10,820
-31
3422
$124K ﹤0.01%
30,650
-87,606
3423
$121K ﹤0.01%
33,000
-208,720
3424
$120K ﹤0.01%
+23,842
3425
$120K ﹤0.01%
17,881
+944
135 136
137
138 139