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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
1901
$2.04M ﹤0.01%
22,296
+6,407
1902
$2.04M ﹤0.01%
84,972
-995
1903
$2.04M ﹤0.01%
126,535
+1,675
1904
$2.03M ﹤0.01%
62,771
+6,268
1905
$2.03M ﹤0.01%
81,951
+1,569
1906
$2.03M ﹤0.01%
209,854
-35,401
1907
$2.03M ﹤0.01%
47,214
-123
1908
$2.02M ﹤0.01%
31,829
-148,751
1909
$2.02M ﹤0.01%
104,578
+5,696
1910
$2.01M ﹤0.01%
580,285
+25,015
1911
$2M ﹤0.01%
152,062
+14,175
1912
$2M ﹤0.01%
115,355
+9,035
1913
$1.99M ﹤0.01%
13,043
+1,219
1914
$1.99M ﹤0.01%
58,022
+3,403
1915
$1.99M ﹤0.01%
92,402
+4,854
1916
$1.99M ﹤0.01%
59,873
+382
1917
$1.99M ﹤0.01%
88,472
+358
1918
$1.99M ﹤0.01%
32,286
+13,228
1919
$1.98M ﹤0.01%
79,003
-357
1920
$1.98M ﹤0.01%
77,753
-1,351
1921
$1.98M ﹤0.01%
24,816
-62,066
1922
$1.98M ﹤0.01%
65,999
-7,604
1923
$1.98M ﹤0.01%
55,343
1924
$1.98M ﹤0.01%
+38,794
1925
$1.97M ﹤0.01%
25,735
+2,862
75 76
77
78 79