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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
1326
$4.88M ﹤0.01%
193,955
+70,761
1327
$4.88M ﹤0.01%
154,116
+29,621
1328
$4.87M ﹤0.01%
35,478
+3,777
1329
$4.86M ﹤0.01%
197,501
-9,534
1330
$4.85M ﹤0.01%
107,826
-4,444
1331
$4.83M ﹤0.01%
36,466
+26,371
1332
$4.83M ﹤0.01%
31,218
+19
1333
$4.83M ﹤0.01%
143,598
+37,297
1334
$4.82M ﹤0.01%
44,188
+1,453
1335
$4.81M ﹤0.01%
27,967
+1,347
1336
$4.77M ﹤0.01%
71,185
+3,079
1337
$4.77M ﹤0.01%
497,509
-9,328
1338
$4.76M ﹤0.01%
76,330
+12,036
1339
$4.76M ﹤0.01%
70,078
-102
1340
$4.74M ﹤0.01%
236,103
+36,731
1341
$4.73M ﹤0.01%
45,361
-2,905
1342
$4.71M ﹤0.01%
97,303
+3,614
1343
$4.7M ﹤0.01%
118,621
-20,174
1344
$4.69M ﹤0.01%
18,107
+67
1345
$4.68M ﹤0.01%
56,194
-268
1346
$4.67M ﹤0.01%
57,460
+3,894
1347
$4.67M ﹤0.01%
61,599
+430
1348
$4.66M ﹤0.01%
425,645
+52,894
1349
$4.65M ﹤0.01%
15,935
+3,203
1350
$4.65M ﹤0.01%
28,760
-902
52 53
54
55 56