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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
1801
$2.35M ﹤0.01%
25,270
+5,444
1802
$2.35M ﹤0.01%
163,063
+4,358
1803
$2.35M ﹤0.01%
53,149
+1,554
1804
$2.35M ﹤0.01%
85,097
-1,896
1805
$2.34M ﹤0.01%
263,441
+13,367
1806
$2.34M ﹤0.01%
263,673
+2,930
1807
$2.34M ﹤0.01%
20,575
-466
1808
$2.34M ﹤0.01%
234,549
+79,037
1809
$2.33M ﹤0.01%
65,285
+3,886
1810
$2.33M ﹤0.01%
211,931
+21,092
1811
$2.32M ﹤0.01%
57,200
-2,111
1812
$2.31M ﹤0.01%
+61,396
1813
$2.31M ﹤0.01%
99,944
+2,593
1814
$2.31M ﹤0.01%
56,108
+4,104
1815
$2.31M ﹤0.01%
126,005
+4,920
1816
$2.31M ﹤0.01%
87,536
+1,579
1817
$2.31M ﹤0.01%
18,159
+1,976
1818
$2.31M ﹤0.01%
35,954
-2,804
1819
$2.3M ﹤0.01%
50,236
+20,015
1820
$2.3M ﹤0.01%
12,867
+2,419
1821
$2.3M ﹤0.01%
24,409
-513
1822
$2.29M ﹤0.01%
45,410
+3,216
1823
$2.28M ﹤0.01%
213,738
-14,040
1824
$2.26M ﹤0.01%
44,581
-1,176
1825
$2.26M ﹤0.01%
63,978
-3,401
71 72
73
74 75