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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
1951
$1.92M ﹤0.01%
125,010
+2,463
1952
$1.92M ﹤0.01%
119,546
+7,194
1953
$1.91M ﹤0.01%
14,312
+9,290
1954
$1.9M ﹤0.01%
190,184
+778
1955
$1.9M ﹤0.01%
9,348
+78
1956
$1.89M ﹤0.01%
57,783
-1,035
1957
$1.89M ﹤0.01%
61,508
+40,679
1958
$1.89M ﹤0.01%
38,209
+1,280
1959
$1.88M ﹤0.01%
49,257
+29,850
1960
$1.88M ﹤0.01%
49,329
-1,554
1961
$1.88M ﹤0.01%
16,935
+385
1962
$1.87M ﹤0.01%
87,906
-877
1963
$1.87M ﹤0.01%
100,532
-43,539
1964
$1.87M ﹤0.01%
20,601
-45,647
1965
$1.87M ﹤0.01%
39,729
-4,648
1966
$1.86M ﹤0.01%
11,447
-11,678
1967
$1.86M ﹤0.01%
83,183
+180
1968
$1.86M ﹤0.01%
41,023
-2,554
1969
$1.85M ﹤0.01%
30,093
-21,600
1970
$1.85M ﹤0.01%
19,546
+8,583
1971
$1.85M ﹤0.01%
164,055
-2,044
1972
$1.85M ﹤0.01%
32,367
-11,113
1973
$1.84M ﹤0.01%
53,741
+21,038
1974
$1.84M ﹤0.01%
91,259
-1,751
1975
$1.84M ﹤0.01%
15,312
+1,158
77 78
79
80 81