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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
1251
$5.48M 0.01%
72,646
+2,062
1252
$5.46M 0.01%
124,099
+6,888
1253
$5.46M 0.01%
107,054
+67,766
1254
$5.44M 0.01%
69,306
-3,035
1255
$5.44M 0.01%
52,682
-3,345
1256
$5.41M ﹤0.01%
85,296
+5,399
1257
$5.41M ﹤0.01%
152,778
+2,458
1258
$5.4M ﹤0.01%
58,449
+3,530
1259
$5.4M ﹤0.01%
84,100
+9,721
1260
$5.39M ﹤0.01%
197,462
+853
1261
$5.38M ﹤0.01%
101,788
+8,888
1262
$5.37M ﹤0.01%
49,995
+45
1263
$5.37M ﹤0.01%
104,199
+34,181
1264
$5.34M ﹤0.01%
58,229
+8,649
1265
$5.32M ﹤0.01%
15,197
-3,327
1266
$5.32M ﹤0.01%
150,283
-2,641
1267
$5.32M ﹤0.01%
31,805
-1,316
1268
$5.31M ﹤0.01%
105,172
+563
1269
$5.3M ﹤0.01%
178,200
+653
1270
$5.3M ﹤0.01%
32,974
+4,839
1271
$5.28M ﹤0.01%
108,031
+12,462
1272
$5.28M ﹤0.01%
299,646
+7,099
1273
$5.27M ﹤0.01%
38,491
-9,744
1274
$5.27M ﹤0.01%
37,591
+26,477
1275
$5.26M ﹤0.01%
153,336
+19,093
49 50
51
52 53