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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
1276
$5.26M ﹤0.01%
43,323
-1,197
1277
$5.26M ﹤0.01%
183,625
+468
1278
$5.25M ﹤0.01%
400,776
-572
1279
$5.25M ﹤0.01%
427,406
-5,927
1280
$5.24M ﹤0.01%
20,823
+2,148
1281
$5.24M ﹤0.01%
54,784
+3,518
1282
$5.22M ﹤0.01%
20,059
-18,176
1283
$5.21M ﹤0.01%
79,211
+43,535
1284
$5.21M ﹤0.01%
24,602
-1,754
1285
$5.21M ﹤0.01%
146,774
+3,563
1286
$5.2M ﹤0.01%
105,598
-565
1287
$5.19M ﹤0.01%
115,114
+887
1288
$5.18M ﹤0.01%
93,430
-799
1289
$5.18M ﹤0.01%
50,772
+2,014
1290
$5.17M ﹤0.01%
107,454
+342
1291
$5.15M ﹤0.01%
21,087
-103
1292
$5.15M ﹤0.01%
188,883
+3,423
1293
$5.15M ﹤0.01%
207,401
+99,105
1294
$5.14M ﹤0.01%
90,926
+405
1295
$5.14M ﹤0.01%
90,662
-59,808
1296
$5.13M ﹤0.01%
372,047
1297
$5.13M ﹤0.01%
23,980
+3,410
1298
$5.12M ﹤0.01%
199,583
+5,722
1299
$5.12M ﹤0.01%
108,072
-52,868
1300
$5.11M ﹤0.01%
302,645
+250,618
50 51
52
53 54