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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
1376
$4.41M ﹤0.01%
233,000
+6,313
1377
$4.39M ﹤0.01%
147,755
+2,568
1378
$4.38M ﹤0.01%
120,537
+8,557
1379
$4.37M ﹤0.01%
84,525
+66,936
1380
$4.36M ﹤0.01%
301,828
-780
1381
$4.34M ﹤0.01%
394,589
+77,260
1382
$4.34M ﹤0.01%
76,130
-28,322
1383
$4.33M ﹤0.01%
103,543
-413
1384
$4.31M ﹤0.01%
545,378
+375,285
1385
$4.31M ﹤0.01%
356,492
+345,048
1386
$4.29M ﹤0.01%
52,279
-10,099
1387
$4.28M ﹤0.01%
102,444
-9,286
1388
$4.26M ﹤0.01%
125,964
+5,324
1389
$4.25M ﹤0.01%
127,240
-1,299
1390
$4.24M ﹤0.01%
56,076
+69
1391
$4.23M ﹤0.01%
34,937
-2,024
1392
$4.23M ﹤0.01%
199,252
+14,488
1393
$4.21M ﹤0.01%
37,956
-182
1394
$4.2M ﹤0.01%
75,267
-17,211
1395
$4.19M ﹤0.01%
42,800
+922
1396
$4.19M ﹤0.01%
135,723
+119,244
1397
$4.19M ﹤0.01%
43,389
+4,948
1398
$4.19M ﹤0.01%
292,970
-32,710
1399
$4.18M ﹤0.01%
124,551
+10,907
1400
$4.18M ﹤0.01%
473,172
+3,901
54 55
56
57 58