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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
1501
$3.53M ﹤0.01%
60,092
+5,706
1502
$3.51M ﹤0.01%
93,856
+9,278
1503
$3.5M ﹤0.01%
29,325
-273
1504
$3.5M ﹤0.01%
53,102
-8,186
1505
$3.49M ﹤0.01%
54,895
-19,244
1506
$3.49M ﹤0.01%
71,193
-5,146
1507
$3.49M ﹤0.01%
19,193
-2,558
1508
$3.47M ﹤0.01%
64,260
+4,973
1509
$3.46M ﹤0.01%
139,381
-8,472
1510
$3.46M ﹤0.01%
17,684
-52
1511
$3.44M ﹤0.01%
14,845
+1,332
1512
$3.44M ﹤0.01%
113,573
+16,087
1513
$3.43M ﹤0.01%
20,177
+12,769
1514
$3.43M ﹤0.01%
40,344
+5,738
1515
$3.42M ﹤0.01%
134,360
+2,996
1516
$3.42M ﹤0.01%
95,523
+4,921
1517
$3.42M ﹤0.01%
57,183
+4,520
1518
$3.41M ﹤0.01%
100,432
+2,306
1519
$3.41M ﹤0.01%
343,264
+64,826
1520
$3.41M ﹤0.01%
118,567
-14,619
1521
$3.4M ﹤0.01%
51,683
+2,038
1522
$3.4M ﹤0.01%
58,276
-8,705
1523
$3.4M ﹤0.01%
128,688
+107,013
1524
$3.4M ﹤0.01%
145,971
-13,426
1525
$3.38M ﹤0.01%
115,802
+96,673
59 60
61
62 63