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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
1351
$4.65M ﹤0.01%
22,451
+3,172
1352
$4.6M ﹤0.01%
98,164
+1,988
1353
$4.59M ﹤0.01%
204,486
+7,404
1354
$4.58M ﹤0.01%
35,455
+8,842
1355
$4.57M ﹤0.01%
84,331
+17,982
1356
$4.56M ﹤0.01%
80,984
-60,652
1357
$4.56M ﹤0.01%
48,810
-7,705
1358
$4.55M ﹤0.01%
89,684
+46,129
1359
$4.55M ﹤0.01%
92,377
+9,655
1360
$4.55M ﹤0.01%
76,538
-7,536
1361
$4.54M ﹤0.01%
11,707
-222
1362
$4.53M ﹤0.01%
69,302
-8,014
1363
$4.52M ﹤0.01%
103,083
-13,214
1364
$4.52M ﹤0.01%
409,473
+29,009
1365
$4.5M ﹤0.01%
78,732
+683
1366
$4.5M ﹤0.01%
100,174
-6,564
1367
$4.49M ﹤0.01%
33,957
+615
1368
$4.48M ﹤0.01%
81,257
-14,380
1369
$4.48M ﹤0.01%
140,316
-24,754
1370
$4.47M ﹤0.01%
108,614
-95
1371
$4.45M ﹤0.01%
25,537
+14
1372
$4.44M ﹤0.01%
35,459
-162
1373
$4.44M ﹤0.01%
22,936
-2,820
1374
$4.44M ﹤0.01%
33,560
+3,250
1375
$4.43M ﹤0.01%
103,098
-3,217
53 54
55
56 57