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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
3601
– –
-44,325
3602
– –
-24,949
3603
– –
-316,934
3604
– –
-13,542
3605
– –
-49,039
3606
– –
-165,073
3607
– –
-2,663
3608
– –
-17,626
3609
– –
-90,802
3610
– –
-8,145
3611
– –
-11,536
3612
– –
-13,835
3613
– –
-63,535
3614
– –
-175,759
3615
– –
-10,875
3616
– –
-108,168
3617
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-6,654
3618
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-10,918
3619
– –
-24,974
3620
– –
-49,572
3621
– –
-10,043
3622
– –
-391,893
3623
– –
-24,757
3624
– –
-1,164,764
3625
– –
-17,093
143 144
145
146 147