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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
3451
$91.2K ﹤0.01%
25,388
-233
3452
$90.9K ﹤0.01%
+10,189
3453
$90.2K ﹤0.01%
12,243
+62
3454
$89.9K ﹤0.01%
13,235
-1,160
3455
$88.3K ﹤0.01%
15,500
-3,000
3456
$85.1K ﹤0.01%
12,970
-87
3457
$85K ﹤0.01%
12,054
3458
$82.5K ﹤0.01%
16,344
+561
3459
$82.4K ﹤0.01%
14,189
-2,173
3460
$81.4K ﹤0.01%
44,458
-5,653
3461
$80.5K ﹤0.01%
+21,646
3462
$79.2K ﹤0.01%
25,710
3463
$78.1K ﹤0.01%
11,640
-7,068
3464
$78K ﹤0.01%
+16,392
3465
$76K ﹤0.01%
65,500
+15,771
3466
$70.5K ﹤0.01%
47,967
-5,488
3467
$70.1K ﹤0.01%
14,241
+51
3468
$70K ﹤0.01%
54,709
-2,403
3469
$69.7K ﹤0.01%
+10,155
3470
$69.6K ﹤0.01%
11,376
-7,451
3471
$69.5K ﹤0.01%
15,976
-411
3472
$68.6K ﹤0.01%
+19,314
3473
$68.5K ﹤0.01%
+15,000
3474
$68K ﹤0.01%
+12,971
3475
$66.7K ﹤0.01%
24,175
137 138
139
140 141