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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
1551
$3.28M ﹤0.01%
25,950
+6,356
1552
$3.28M ﹤0.01%
7,822
-1,098
1553
$3.26M ﹤0.01%
115,355
-2,494
1554
$3.26M ﹤0.01%
44,525
-2,897
1555
$3.26M ﹤0.01%
12,909
-1,139
1556
$3.26M ﹤0.01%
24,952
+4,053
1557
$3.25M ﹤0.01%
24,138
-601
1558
$3.22M ﹤0.01%
76,927
+14,495
1559
$3.22M ﹤0.01%
92,913
+61,504
1560
$3.21M ﹤0.01%
162,491
-1,789
1561
$3.2M ﹤0.01%
16,208
-589
1562
$3.19M ﹤0.01%
95,633
-4,233
1563
$3.19M ﹤0.01%
60,369
+15,574
1564
$3.18M ﹤0.01%
47,738
+328
1565
$3.18M ﹤0.01%
20,912
+9,274
1566
$3.18M ﹤0.01%
16,071
-1,385
1567
$3.18M ﹤0.01%
87,190
+2,138
1568
$3.17M ﹤0.01%
9,193
+1,265
1569
$3.17M ﹤0.01%
109,595
+75,219
1570
$3.17M ﹤0.01%
52,410
-10,237
1571
$3.15M ﹤0.01%
42,165
-2,217
1572
$3.15M ﹤0.01%
60,502
-192,498
1573
$3.15M ﹤0.01%
127,036
-490
1574
$3.15M ﹤0.01%
126,789
-3,763
1575
$3.13M ﹤0.01%
29,217
-1,401
61 62
63
64 65