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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
3476
$64.8K ﹤0.01%
16,926
-25,066
3477
$60.1K ﹤0.01%
11,055
3478
$58.9K ﹤0.01%
+31,512
3479
$58.2K ﹤0.01%
22,564
3480
$57.7K ﹤0.01%
4,849
+58
3481
$55.6K ﹤0.01%
+13,300
3482
$55.5K ﹤0.01%
10,610
-45,027
3483
$54.8K ﹤0.01%
28,414
+1,606
3484
$53.7K ﹤0.01%
11,909
-407
3485
$51.6K ﹤0.01%
10,000
-77
3486
$49.9K ﹤0.01%
17,222
-792
3487
$49.1K ﹤0.01%
14,400
-3,300
3488
$44.8K ﹤0.01%
48,000
3489
$44K ﹤0.01%
2,276
+87
3490
$42.3K ﹤0.01%
10,000
3491
$42.3K ﹤0.01%
+18,000
3492
$42.2K ﹤0.01%
26,700
3493
$41.6K ﹤0.01%
+12,000
3494
$40.2K ﹤0.01%
23,920
-2,297
3495
$38.7K ﹤0.01%
14,264
+159
3496
$38.2K ﹤0.01%
17,270
-20,971
3497
$34.6K ﹤0.01%
12,354
-136
3498
$32.7K ﹤0.01%
17,680
+3,000
3499
$29.4K ﹤0.01%
15,000
3500
$28.5K ﹤0.01%
13,500
-2,500
138 139
140
141 142