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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
1726
$2.59M ﹤0.01%
45,448
+7,562
1727
$2.59M ﹤0.01%
62,670
+3,205
1728
$2.58M ﹤0.01%
28,792
+35
1729
$2.58M ﹤0.01%
28,779
+2,541
1730
$2.58M ﹤0.01%
102,397
+46,632
1731
$2.58M ﹤0.01%
69,765
-2,947
1732
$2.58M ﹤0.01%
22,941
-5,986
1733
$2.57M ﹤0.01%
41,061
-23,182
1734
$2.57M ﹤0.01%
71,107
+1,310
1735
$2.57M ﹤0.01%
103,176
+15,933
1736
$2.57M ﹤0.01%
7,046
-1,872
1737
$2.56M ﹤0.01%
47,670
-1,294
1738
$2.56M ﹤0.01%
119,662
-29,124
1739
$2.56M ﹤0.01%
98,748
+1,837
1740
$2.54M ﹤0.01%
439,528
+227,128
1741
$2.53M ﹤0.01%
29,358
+2,407
1742
$2.53M ﹤0.01%
146,340
+19,371
1743
$2.53M ﹤0.01%
179,043
+78,162
1744
$2.53M ﹤0.01%
25,564
-375
1745
$2.52M ﹤0.01%
31,113
-129
1746
$2.52M ﹤0.01%
1,130,899
+105,543
1747
$2.52M ﹤0.01%
60,782
+10,604
1748
$2.52M ﹤0.01%
13,796
+5,835
1749
$2.52M ﹤0.01%
141,453
+3,406
1750
$2.52M ﹤0.01%
25,154
-1,278
68 69
70
71 72