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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
1476
$3.66M ﹤0.01%
105,588
+34,344
1477
$3.66M ﹤0.01%
136,418
+17,295
1478
$3.66M ﹤0.01%
106,331
-6,576
1479
$3.65M ﹤0.01%
45,373
+1,871
1480
$3.65M ﹤0.01%
10,699
-525
1481
$3.63M ﹤0.01%
20,512
+2,682
1482
$3.63M ﹤0.01%
185,837
-45,850
1483
$3.63M ﹤0.01%
181,831
-20,282
1484
$3.62M ﹤0.01%
115,504
+6,976
1485
$3.62M ﹤0.01%
27,380
-2,018
1486
$3.62M ﹤0.01%
100,097
+29,264
1487
$3.61M ﹤0.01%
17,603
-369
1488
$3.6M ﹤0.01%
128,856
-129
1489
$3.59M ﹤0.01%
90,679
+6,260
1490
$3.59M ﹤0.01%
45,950
+332
1491
$3.57M ﹤0.01%
71,889
+3,155
1492
$3.57M ﹤0.01%
139,163
+7,936
1493
$3.57M ﹤0.01%
75,349
+11,224
1494
$3.56M ﹤0.01%
16,036
-22,188
1495
$3.56M ﹤0.01%
54,389
-8,895
1496
$3.55M ﹤0.01%
45,811
-1,768
1497
$3.54M ﹤0.01%
36,997
+1,460
1498
$3.54M ﹤0.01%
24,050
-4,708
1499
$3.54M ﹤0.01%
61,584
-19,549
1500
$3.53M ﹤0.01%
32,176
+7
58 59
60
61 62