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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
3501
$27.7K ﹤0.01%
2,100
3502
$27.7K ﹤0.01%
10,000
3503
$26.1K ﹤0.01%
16,858
+169
3504
$25.1K ﹤0.01%
16,120
+5,100
3505
$24.2K ﹤0.01%
+310,151
3506
$23.6K ﹤0.01%
14,599
-4,638
3507
$21.9K ﹤0.01%
+11,011
3508
$18.1K ﹤0.01%
2,078
-1
3509
$18K ﹤0.01%
+10,513
3510
$15.8K ﹤0.01%
+10,000
3511
$14.9K ﹤0.01%
+10,206
3512
$14.3K ﹤0.01%
15,000
+5,000
3513
$12.7K ﹤0.01%
27,900
+1,500
3514
$10.2K ﹤0.01%
+1,721
3515
$7.57K ﹤0.01%
23,651
3516
$5.45K ﹤0.01%
350
3517
$2.16K ﹤0.01%
22,139
-389
3518
$696 ﹤0.01%
+86,061
3519
$584 ﹤0.01%
+30,860
3520
$563 ﹤0.01%
16,000
3521
– –
-126,016
3522
– –
-5,314
3523
– –
-22,867
3524
– –
-14,926
3525
– –
-15,396
139 140
141
142 143