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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
1876
$2.09M ﹤0.01%
32,529
+94
1877
$2.09M ﹤0.01%
21,162
-398
1878
$2.09M ﹤0.01%
+110,656
1879
$2.09M ﹤0.01%
26,114
+1,414
1880
$2.09M ﹤0.01%
245,409
+14,138
1881
$2.09M ﹤0.01%
11,062
+1,499
1882
$2.09M ﹤0.01%
94,544
+11,389
1883
$2.08M ﹤0.01%
34,101
+409
1884
$2.08M ﹤0.01%
18,607
+3,772
1885
$2.08M ﹤0.01%
227,980
-8,241
1886
$2.07M ﹤0.01%
63,081
+1,646
1887
$2.06M ﹤0.01%
61,506
+14,434
1888
$2.06M ﹤0.01%
50,219
-2,571
1889
$2.06M ﹤0.01%
47,958
+2,282
1890
$2.06M ﹤0.01%
42,927
-3,413
1891
$2.06M ﹤0.01%
82,248
-66,733
1892
$2.05M ﹤0.01%
166,426
+26,111
1893
$2.05M ﹤0.01%
433,668
+12,022
1894
$2.05M ﹤0.01%
147,530
+4,446
1895
$2.05M ﹤0.01%
153,583
-4,836
1896
$2.05M ﹤0.01%
366,428
-7,800
1897
$2.05M ﹤0.01%
28,766
-451
1898
$2.05M ﹤0.01%
77,717
+3,785
1899
$2.04M ﹤0.01%
92,257
+1,663
1900
$2.04M ﹤0.01%
106,104
+810
74 75
76
77 78