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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
1601
$3.03M ﹤0.01%
96,795
+55,533
1602
$3.02M ﹤0.01%
18,987
-435
1603
$3.01M ﹤0.01%
228,527
-41,668
1604
$3M ﹤0.01%
120,674
-3,554
1605
$3M ﹤0.01%
46,771
-2,250
1606
$3M ﹤0.01%
151,493
-4,253
1607
$3M ﹤0.01%
62,755
-839
1608
$2.99M ﹤0.01%
100,856
-50,294
1609
$2.99M ﹤0.01%
18,413
+507
1610
$2.98M ﹤0.01%
51,876
+11,459
1611
$2.98M ﹤0.01%
4,846
-149
1612
$2.97M ﹤0.01%
17,169
-3,525
1613
$2.96M ﹤0.01%
72,954
-5,716
1614
$2.96M ﹤0.01%
66,121
+24,530
1615
$2.94M ﹤0.01%
37,876
+2,478
1616
$2.94M ﹤0.01%
43,517
+2,652
1617
$2.94M ﹤0.01%
133,774
-12,218
1618
$2.93M ﹤0.01%
59,499
+9,123
1619
$2.93M ﹤0.01%
57,076
+18,299
1620
$2.93M ﹤0.01%
198,979
+12,994
1621
$2.92M ﹤0.01%
272,356
+89,424
1622
$2.92M ﹤0.01%
10,596
-1,233
1623
$2.92M ﹤0.01%
67,145
+1,854
1624
$2.91M ﹤0.01%
44,417
-2,296
1625
$2.91M ﹤0.01%
92,238
+65,612
63 64
65
66 67