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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
3426
$119K ﹤0.01%
24,774
-97,762
3427
$117K ﹤0.01%
6,748
-1,363
3428
$117K ﹤0.01%
+13,379
3429
$115K ﹤0.01%
+16,410
3430
$114K ﹤0.01%
10,171
-225,066
3431
$113K ﹤0.01%
11,445
-3,183
3432
$111K ﹤0.01%
11,176
+19
3433
$110K ﹤0.01%
32,104
+5,641
3434
$110K ﹤0.01%
10,146
3435
$110K ﹤0.01%
29,538
+14,477
3436
$110K ﹤0.01%
+16,750
3437
$108K ﹤0.01%
29,269
-227
3438
$105K ﹤0.01%
16,206
-2,729
3439
$104K ﹤0.01%
+36,964
3440
$101K ﹤0.01%
13,187
+3,052
3441
$101K ﹤0.01%
90,000
-5,000
3442
$98.4K ﹤0.01%
+20,990
3443
$97.6K ﹤0.01%
+12,165
3444
$96.2K ﹤0.01%
+13,237
3445
$95.6K ﹤0.01%
69,793
-5,760
3446
$95.6K ﹤0.01%
10,861
3447
$95K ﹤0.01%
22,250
3448
$94.2K ﹤0.01%
17,974
-906
3449
$93.9K ﹤0.01%
15,650
3450
$91.8K ﹤0.01%
12,051
-160
136 137
138
139 140