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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
2051
$1.63M ﹤0.01%
64,576
+1,806
2052
$1.63M ﹤0.01%
30,333
-438
2053
$1.63M ﹤0.01%
34,157
+4,071
2054
$1.62M ﹤0.01%
12,950
-935
2055
$1.62M ﹤0.01%
15,896
-335
2056
$1.62M ﹤0.01%
21,135
+1,610
2057
$1.62M ﹤0.01%
40,570
+3,459
2058
$1.62M ﹤0.01%
25,316
-1,007
2059
$1.62M ﹤0.01%
61,774
+16,342
2060
$1.61M ﹤0.01%
109,854
-38,706
2061
$1.61M ﹤0.01%
13,751
-551
2062
$1.61M ﹤0.01%
39,969
+14,972
2063
$1.6M ﹤0.01%
45,925
-60
2064
$1.6M ﹤0.01%
40,512
+6,260
2065
$1.6M ﹤0.01%
26,559
-71,597
2066
$1.6M ﹤0.01%
325,062
+161,805
2067
$1.6M ﹤0.01%
107,647
-62,286
2068
$1.6M ﹤0.01%
37,039
+3,797
2069
$1.59M ﹤0.01%
40,420
-1,127
2070
$1.59M ﹤0.01%
31,567
-4,916
2071
$1.59M ﹤0.01%
38,444
-4,497
2072
$1.59M ﹤0.01%
19,238
-553
2073
$1.59M ﹤0.01%
22,970
+1,588
2074
$1.59M ﹤0.01%
4,058
-510
2075
$1.58M ﹤0.01%
23,234
+718
81 82
83
84 85