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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
1651
$2.85M ﹤0.01%
262,233
+101,165
1652
$2.84M ﹤0.01%
32,613
+2,278
1653
$2.84M ﹤0.01%
112,429
+10,290
1654
$2.84M ﹤0.01%
12,977
+602
1655
$2.84M ﹤0.01%
50,246
-33,031
1656
$2.84M ﹤0.01%
180,704
-11,831
1657
$2.83M ﹤0.01%
90,941
+35,794
1658
$2.83M ﹤0.01%
+98,030
1659
$2.82M ﹤0.01%
11,109
+2,994
1660
$2.82M ﹤0.01%
62,550
-1,961
1661
$2.81M ﹤0.01%
76,166
-2,940
1662
$2.81M ﹤0.01%
322,390
+6,487
1663
$2.81M ﹤0.01%
22,546
+8,149
1664
$2.81M ﹤0.01%
44,947
-1,977
1665
$2.81M ﹤0.01%
132,918
-8,152
1666
$2.81M ﹤0.01%
37,692
-4,010
1667
$2.8M ﹤0.01%
258,322
+32,268
1668
$2.8M ﹤0.01%
54,748
+9,713
1669
$2.8M ﹤0.01%
65,149
+3,959
1670
$2.8M ﹤0.01%
198,004
-67,502
1671
$2.79M ﹤0.01%
37,523
+8,219
1672
$2.79M ﹤0.01%
66,698
-1,079
1673
$2.78M ﹤0.01%
23,095
+465
1674
$2.78M ﹤0.01%
114,822
-9,835
1675
$2.78M ﹤0.01%
130,346
-8,996
65 66
67
68 69