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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
1776
$2.42M ﹤0.01%
11,893
+27
1777
$2.42M ﹤0.01%
37,398
+1,412
1778
$2.42M ﹤0.01%
35,190
-481
1779
$2.42M ﹤0.01%
56,866
-1,322
1780
$2.41M ﹤0.01%
58,946
+17,086
1781
$2.4M ﹤0.01%
54,816
-2,956
1782
$2.4M ﹤0.01%
268,938
-5,093
1783
$2.39M ﹤0.01%
18,066
-257
1784
$2.39M ﹤0.01%
120,572
+41,118
1785
$2.39M ﹤0.01%
105,043
+2,602
1786
$2.39M ﹤0.01%
47,897
-254
1787
$2.38M ﹤0.01%
28,198
-16,452
1788
$2.37M ﹤0.01%
83,960
+4,816
1789
$2.37M ﹤0.01%
35,511
-37,150
1790
$2.37M ﹤0.01%
93,579
+7,586
1791
$2.37M ﹤0.01%
101,167
+4,097
1792
$2.37M ﹤0.01%
46,820
+2,570
1793
$2.37M ﹤0.01%
74,381
-8
1794
$2.37M ﹤0.01%
186,931
+3,546
1795
$2.36M ﹤0.01%
95,197
+88,207
1796
$2.36M ﹤0.01%
139,934
+14,535
1797
$2.36M ﹤0.01%
+62,989
1798
$2.36M ﹤0.01%
91,200
-427
1799
$2.36M ﹤0.01%
21,743
+1,416
1800
$2.36M ﹤0.01%
17,875
+101
70 71
72
73 74