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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
1676
$2.77M ﹤0.01%
63,063
+2,933
1677
$2.77M ﹤0.01%
+31,455
1678
$2.76M ﹤0.01%
281,814
-57,798
1679
$2.76M ﹤0.01%
260,568
-1,989
1680
$2.76M ﹤0.01%
49,323
+2,836
1681
$2.75M ﹤0.01%
299,931
-8,295
1682
$2.75M ﹤0.01%
152,506
-25,215
1683
$2.73M ﹤0.01%
80,817
-2,945
1684
$2.73M ﹤0.01%
35,501
-12,522
1685
$2.73M ﹤0.01%
52,128
-510
1686
$2.73M ﹤0.01%
32,141
-1,706
1687
$2.73M ﹤0.01%
91,944
-26,817
1688
$2.71M ﹤0.01%
12,988
-4,779
1689
$2.71M ﹤0.01%
56,386
+1,464
1690
$2.7M ﹤0.01%
42,704
-2,174
1691
$2.7M ﹤0.01%
12,232
-248
1692
$2.7M ﹤0.01%
67,039
+4,923
1693
$2.69M ﹤0.01%
13,468
+878
1694
$2.69M ﹤0.01%
591,799
+13,108
1695
$2.68M ﹤0.01%
52,086
-228
1696
$2.68M ﹤0.01%
18,007
-2,406
1697
$2.67M ﹤0.01%
28,906
+2,734
1698
$2.67M ﹤0.01%
219,445
+25,582
1699
$2.66M ﹤0.01%
189,230
-114,044
1700
$2.66M ﹤0.01%
61,233
-1,867
66 67
68
69 70