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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
1526
$3.38M ﹤0.01%
17,728
-1,225
1527
$3.38M ﹤0.01%
1,144,217
+344,493
1528
$3.37M ﹤0.01%
260,156
+60,431
1529
$3.37M ﹤0.01%
55,127
-2,274
1530
$3.37M ﹤0.01%
153,523
-1,147
1531
$3.36M ﹤0.01%
187,532
-2,850
1532
$3.36M ﹤0.01%
109,168
+15,654
1533
$3.36M ﹤0.01%
23,648
+3,599
1534
$3.36M ﹤0.01%
31,451
-2,400
1535
$3.35M ﹤0.01%
84,991
-1,374
1536
$3.35M ﹤0.01%
131,080
+8,900
1537
$3.34M ﹤0.01%
32,361
+2,951
1538
$3.34M ﹤0.01%
19,885
-1,251
1539
$3.33M ﹤0.01%
109,200
+1,960
1540
$3.33M ﹤0.01%
20,524
-542
1541
$3.33M ﹤0.01%
97,028
-1,087
1542
$3.33M ﹤0.01%
247,124
-11,436
1543
$3.33M ﹤0.01%
117,886
-40,123
1544
$3.31M ﹤0.01%
38,990
+25,443
1545
$3.31M ﹤0.01%
78,781
-6,416
1546
$3.31M ﹤0.01%
54,033
+9,292
1547
$3.3M ﹤0.01%
31,888
-128
1548
$3.3M ﹤0.01%
324,626
-1,613
1549
$3.29M ﹤0.01%
7,522
-7,389
1550
$3.28M ﹤0.01%
54,071
+1,491
60 61
62
63 64