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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
1401
$4.13M ﹤0.01%
34,974
-1,103
1402
$4.13M ﹤0.01%
176,612
-6,914
1403
$4.12M ﹤0.01%
24,819
-23,942
1404
$4.12M ﹤0.01%
28,301
-6,812
1405
$4.12M ﹤0.01%
62,732
-3,630
1406
$4.11M ﹤0.01%
19,813
+7,692
1407
$4.1M ﹤0.01%
68,336
+1,661
1408
$4.1M ﹤0.01%
43,899
+24,712
1409
$4.1M ﹤0.01%
364,788
+83,295
1410
$4.1M ﹤0.01%
17,592
+733
1411
$4.1M ﹤0.01%
109,990
+25,603
1412
$4.09M ﹤0.01%
48,793
-3,136
1413
$4.08M ﹤0.01%
83,985
+25,048
1414
$4.08M ﹤0.01%
318,537
-9,367
1415
$4.06M ﹤0.01%
85,814
+52,757
1416
$4.05M ﹤0.01%
13,128
+501
1417
$4.05M ﹤0.01%
20,374
+404
1418
$4.03M ﹤0.01%
47,557
+35,922
1419
$4.02M ﹤0.01%
27,763
+9,510
1420
$3.99M ﹤0.01%
173,049
-26
1421
$3.98M ﹤0.01%
24,334
+86
1422
$3.96M ﹤0.01%
124,286
-661
1423
$3.96M ﹤0.01%
58,016
-6,694
1424
$3.96M ﹤0.01%
10,191
+3,694
1425
$3.95M ﹤0.01%
29,115
+33
55 56
57
58 59