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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
1751
$2.51M ﹤0.01%
111,207
-2,946
1752
$2.51M ﹤0.01%
154,468
+102,212
1753
$2.51M ﹤0.01%
47,590
-76,098
1754
$2.5M ﹤0.01%
106,428
+79,966
1755
$2.5M ﹤0.01%
119,601
-3,869
1756
$2.5M ﹤0.01%
49,327
-8,960
1757
$2.5M ﹤0.01%
331,205
+794
1758
$2.5M ﹤0.01%
60,287
+8,775
1759
$2.5M ﹤0.01%
70,032
-18,647
1760
$2.5M ﹤0.01%
38,550
-4,400
1761
$2.5M ﹤0.01%
149,621
+31,359
1762
$2.5M ﹤0.01%
33,198
-2,756
1763
$2.48M ﹤0.01%
92,586
+938
1764
$2.47M ﹤0.01%
76,982
+57,055
1765
$2.47M ﹤0.01%
24,410
-807
1766
$2.47M ﹤0.01%
244,160
+4,252
1767
$2.47M ﹤0.01%
2,009
-46
1768
$2.46M ﹤0.01%
127,150
+58,385
1769
$2.46M ﹤0.01%
24,975
+1,143
1770
$2.45M ﹤0.01%
44,626
+26,880
1771
$2.45M ﹤0.01%
394,213
+14,796
1772
$2.45M ﹤0.01%
80,147
-15,002
1773
$2.45M ﹤0.01%
77,583
-9,837
1774
$2.44M ﹤0.01%
29,200
-184
1775
$2.43M ﹤0.01%
48,028
+10,672
69 70
71
72 73