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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
1426
$3.94M ﹤0.01%
27,996
+8,112
1427
$3.92M ﹤0.01%
95,456
+16,642
1428
$3.92M ﹤0.01%
39,155
-1,654
1429
$3.91M ﹤0.01%
91,331
-13,905
1430
$3.9M ﹤0.01%
19,753
-705
1431
$3.9M ﹤0.01%
149,074
+2,940
1432
$3.9M ﹤0.01%
135,561
+29,409
1433
$3.89M ﹤0.01%
72,160
-23,533
1434
$3.89M ﹤0.01%
227,905
-42,304
1435
$3.89M ﹤0.01%
35,188
-26,726
1436
$3.88M ﹤0.01%
15,897
-1,303
1437
$3.87M ﹤0.01%
19,062
-2,489
1438
$3.86M ﹤0.01%
87,372
+12,807
1439
$3.86M ﹤0.01%
165,812
+7,078
1440
$3.85M ﹤0.01%
61,008
+1,502
1441
$3.85M ﹤0.01%
23,206
-1,165
1442
$3.85M ﹤0.01%
427,710
+87,492
1443
$3.84M ﹤0.01%
49,049
+8,807
1444
$3.84M ﹤0.01%
266,580
+5,693
1445
$3.84M ﹤0.01%
129,600
+303
1446
$3.84M ﹤0.01%
29,678
-297
1447
$3.83M ﹤0.01%
467,628
-130,861
1448
$3.83M ﹤0.01%
57,189
+40,681
1449
$3.83M ﹤0.01%
80,740
-6,958
1450
$3.82M ﹤0.01%
136,856
-4,354
56 57
58
59 60