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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
1576
$3.12M ﹤0.01%
140,253
-20,651
1577
$3.12M ﹤0.01%
32,864
+533
1578
$3.12M ﹤0.01%
79,825
+1,208
1579
$3.12M ﹤0.01%
82,394
-19,114
1580
$3.11M ﹤0.01%
52,567
+50
1581
$3.11M ﹤0.01%
86,431
-685
1582
$3.11M ﹤0.01%
68,261
-1,941
1583
$3.1M ﹤0.01%
38,688
+10,682
1584
$3.1M ﹤0.01%
73,485
+23,516
1585
$3.1M ﹤0.01%
70,430
-125
1586
$3.1M ﹤0.01%
161,628
+18,412
1587
$3.09M ﹤0.01%
320,410
+9,303
1588
$3.09M ﹤0.01%
105,011
-54,110
1589
$3.09M ﹤0.01%
18,505
-5,396
1590
$3.09M ﹤0.01%
20,644
+5,088
1591
$3.08M ﹤0.01%
91,524
+5,918
1592
$3.07M ﹤0.01%
69,994
-982
1593
$3.06M ﹤0.01%
380,742
-962
1594
$3.04M ﹤0.01%
55,711
-5,079
1595
$3.04M ﹤0.01%
154,287
+105,298
1596
$3.04M ﹤0.01%
68,947
-1,172
1597
$3.04M ﹤0.01%
36,494
+3,546
1598
$3.03M ﹤0.01%
161,399
+72,624
1599
$3.03M ﹤0.01%
716,493
+111,755
1600
$3.03M ﹤0.01%
37,936
+904
62 63
64
65 66