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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
1701
$2.65M ﹤0.01%
55,690
+27,718
1702
$2.65M ﹤0.01%
11,745
+515
1703
$2.65M ﹤0.01%
25,474
-71
1704
$2.65M ﹤0.01%
176,244
+4,546
1705
$2.65M ﹤0.01%
27,303
+12,586
1706
$2.65M ﹤0.01%
99,158
+22,262
1707
$2.65M ﹤0.01%
34,376
-7,880
1708
$2.63M ﹤0.01%
79,925
+428
1709
$2.63M ﹤0.01%
215,443
+35,608
1710
$2.63M ﹤0.01%
68,089
+9,298
1711
$2.63M ﹤0.01%
51,934
+585
1712
$2.62M ﹤0.01%
230,672
-11,707
1713
$2.61M ﹤0.01%
39,873
+10,182
1714
$2.61M ﹤0.01%
50,106
-1,206
1715
$2.61M ﹤0.01%
10,478
+978
1716
$2.61M ﹤0.01%
14,182
-211
1717
$2.61M ﹤0.01%
29,617
+32
1718
$2.61M ﹤0.01%
80,345
-553
1719
$2.6M ﹤0.01%
87,434
+35,004
1720
$2.6M ﹤0.01%
1,588,087
+67,812
1721
$2.6M ﹤0.01%
105,371
+2,003
1722
$2.6M ﹤0.01%
36,550
+188
1723
$2.59M ﹤0.01%
34,104
-1,660
1724
$2.59M ﹤0.01%
34,878
-1,443
1725
$2.59M ﹤0.01%
104,877
-177
67 68
69
70 71