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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
2076
$1.58M ﹤0.01%
30,198
-467
2077
$1.58M ﹤0.01%
52,179
+3,297
2078
$1.58M ﹤0.01%
58,330
-11,222
2079
$1.58M ﹤0.01%
13,499
+153
2080
$1.57M ﹤0.01%
33,238
-1,603
2081
$1.57M ﹤0.01%
66,534
+3,430
2082
$1.57M ﹤0.01%
127,749
-13,650
2083
$1.57M ﹤0.01%
68,330
-103
2084
$1.57M ﹤0.01%
+29,963
2085
$1.56M ﹤0.01%
51,344
-820
2086
$1.56M ﹤0.01%
27,688
+4,097
2087
$1.56M ﹤0.01%
97,575
+1,116
2088
$1.55M ﹤0.01%
73,756
+155
2089
$1.55M ﹤0.01%
72,114
+3,121
2090
$1.55M ﹤0.01%
25,225
+3,181
2091
$1.55M ﹤0.01%
42,598
-7,243
2092
$1.54M ﹤0.01%
47,780
-3,206
2093
$1.54M ﹤0.01%
51,384
-946
2094
$1.54M ﹤0.01%
44,593
+7,463
2095
$1.54M ﹤0.01%
30,152
+20,994
2096
$1.54M ﹤0.01%
9,239
+775
2097
$1.53M ﹤0.01%
40,233
-10,770
2098
$1.53M ﹤0.01%
32,240
+15,109
2099
$1.53M ﹤0.01%
38,442
-418
2100
$1.53M ﹤0.01%
98,911
-27,132
82 83
84
85 86