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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
1826
$2.26M ﹤0.01%
8,210
-2,762
1827
$2.25M ﹤0.01%
4,521
-235
1828
$2.25M ﹤0.01%
192,338
+165,903
1829
$2.25M ﹤0.01%
48,389
-3,202
1830
$2.24M ﹤0.01%
139,425
+9,436
1831
$2.24M ﹤0.01%
181,577
-2,468
1832
$2.23M ﹤0.01%
38,473
+6,851
1833
$2.23M ﹤0.01%
18,272
+3,351
1834
$2.23M ﹤0.01%
61,159
+9,232
1835
$2.23M ﹤0.01%
7,397
-378
1836
$2.23M ﹤0.01%
438,147
-39,229
1837
$2.21M ﹤0.01%
18,689
+2,259
1838
$2.2M ﹤0.01%
+99,792
1839
$2.2M ﹤0.01%
1,316
-28
1840
$2.2M ﹤0.01%
114,458
-1,107
1841
$2.2M ﹤0.01%
75,384
+5,225
1842
$2.19M ﹤0.01%
346,650
+121,071
1843
$2.19M ﹤0.01%
6,868
+67
1844
$2.18M ﹤0.01%
45,941
-14,894
1845
$2.18M ﹤0.01%
113,140
+42,218
1846
$2.18M ﹤0.01%
35,057
+1,300
1847
$2.18M ﹤0.01%
74,718
-118
1848
$2.17M ﹤0.01%
105,567
-14,849
1849
$2.17M ﹤0.01%
15,754
-1,391
1850
$2.17M ﹤0.01%
112,941
+79,651
72 73
74
75 76