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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
1626
$2.91M ﹤0.01%
16,278
+6,447
1627
$2.91M ﹤0.01%
39,616
-4,862
1628
$2.91M ﹤0.01%
286,583
-136,164
1629
$2.91M ﹤0.01%
168,521
-79,939
1630
$2.91M ﹤0.01%
11,973
+1,879
1631
$2.91M ﹤0.01%
33,504
+7,920
1632
$2.91M ﹤0.01%
27,087
+8,414
1633
$2.9M ﹤0.01%
49,464
+1,552
1634
$2.89M ﹤0.01%
37,393
-6,020
1635
$2.89M ﹤0.01%
39,072
-211
1636
$2.89M ﹤0.01%
8,401
+431
1637
$2.89M ﹤0.01%
10,026
-1,238
1638
$2.88M ﹤0.01%
149,342
+70,848
1639
$2.88M ﹤0.01%
125,403
-96,866
1640
$2.87M ﹤0.01%
113,187
+16,087
1641
$2.86M ﹤0.01%
57,508
-165,572
1642
$2.86M ﹤0.01%
10,245
+57
1643
$2.86M ﹤0.01%
46,178
+3,551
1644
$2.86M ﹤0.01%
29,816
-196
1645
$2.86M ﹤0.01%
169,143
-18,602
1646
$2.86M ﹤0.01%
52,190
-19,979
1647
$2.85M ﹤0.01%
48,938
+4,660
1648
$2.85M ﹤0.01%
48,271
+13,775
1649
$2.85M ﹤0.01%
23,537
+3,594
1650
$2.85M ﹤0.01%
24,091
+2,239
64 65
66
67 68