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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
1851
$2.17M ﹤0.01%
104,282
-5,119
1852
$2.16M ﹤0.01%
37,702
-1,206
1853
$2.16M ﹤0.01%
105,060
+3,006
1854
$2.16M ﹤0.01%
442,795
+186,703
1855
$2.16M ﹤0.01%
102,886
+4,306
1856
$2.16M ﹤0.01%
182,330
+42,740
1857
$2.15M ﹤0.01%
47,900
+500
1858
$2.15M ﹤0.01%
20,594
+3,323
1859
$2.15M ﹤0.01%
48,553
+1,648
1860
$2.14M ﹤0.01%
246,197
-4,152
1861
$2.13M ﹤0.01%
40,814
-14,151
1862
$2.13M ﹤0.01%
73,994
+21,003
1863
$2.13M ﹤0.01%
12,569
-282
1864
$2.13M ﹤0.01%
76,157
+14,929
1865
$2.12M ﹤0.01%
25,626
+1,023
1866
$2.12M ﹤0.01%
15,791
-95
1867
$2.12M ﹤0.01%
19,367
-13,508
1868
$2.12M ﹤0.01%
21,736
+882
1869
$2.11M ﹤0.01%
24,657
-10,913
1870
$2.11M ﹤0.01%
51,956
-5,183
1871
$2.11M ﹤0.01%
59,708
-5,588
1872
$2.11M ﹤0.01%
43,576
+556
1873
$2.1M ﹤0.01%
133,970
+3,716
1874
$2.1M ﹤0.01%
14,985
+428
1875
$2.09M ﹤0.01%
49,901
+20,033
73 74
75
76 77