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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
1451
$3.82M ﹤0.01%
36,924
-2,094
1452
$3.8M ﹤0.01%
66,948
+22,919
1453
$3.79M ﹤0.01%
60,062
-6,278
1454
$3.79M ﹤0.01%
149,952
-1,658
1455
$3.76M ﹤0.01%
729,906
+434,019
1456
$3.76M ﹤0.01%
153,602
-12,713
1457
$3.76M ﹤0.01%
154,720
+60,951
1458
$3.75M ﹤0.01%
78,169
-1,411
1459
$3.75M ﹤0.01%
73,632
-2,617
1460
$3.75M ﹤0.01%
95,665
+634
1461
$3.74M ﹤0.01%
30,950
-3,846
1462
$3.73M ﹤0.01%
104,511
+25,703
1463
$3.71M ﹤0.01%
65,331
+710
1464
$3.71M ﹤0.01%
127,438
+12,659
1465
$3.7M ﹤0.01%
29,728
+11,003
1466
$3.7M ﹤0.01%
28,222
-715
1467
$3.69M ﹤0.01%
44,425
-8,831
1468
$3.69M ﹤0.01%
42,884
-615
1469
$3.69M ﹤0.01%
34,665
+7,014
1470
$3.69M ﹤0.01%
61,268
+699
1471
$3.69M ﹤0.01%
15,764
+59
1472
$3.68M ﹤0.01%
262,162
+48,911
1473
$3.68M ﹤0.01%
95,834
+114
1474
$3.67M ﹤0.01%
52,071
+5,523
1475
$3.67M ﹤0.01%
94,855
-110,202
57 58
59
60 61