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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
2101
$1.53M ﹤0.01%
15,252
+8,444
2102
$1.52M ﹤0.01%
127,037
+33,427
2103
$1.52M ﹤0.01%
30,460
+5,710
2104
$1.52M ﹤0.01%
69,478
-193
2105
$1.52M ﹤0.01%
53,711
-1,606
2106
$1.52M ﹤0.01%
31,754
+7,522
2107
$1.51M ﹤0.01%
45,638
+30,697
2108
$1.51M ﹤0.01%
59,357
-4,397
2109
$1.51M ﹤0.01%
98,341
+9,239
2110
$1.51M ﹤0.01%
30,240
-1,919
2111
$1.51M ﹤0.01%
100,022
+30,263
2112
$1.51M ﹤0.01%
15,147
-713
2113
$1.5M ﹤0.01%
79,805
-10,386
2114
$1.5M ﹤0.01%
91,653
-7,366
2115
$1.5M ﹤0.01%
47,727
+9,940
2116
$1.5M ﹤0.01%
22,953
-9,180
2117
$1.5M ﹤0.01%
38,926
+19,475
2118
$1.49M ﹤0.01%
34,746
-8,350
2119
$1.49M ﹤0.01%
115,073
+9,824
2120
$1.49M ﹤0.01%
275,794
+45,673
2121
$1.49M ﹤0.01%
89,532
+10,721
2122
$1.48M ﹤0.01%
176,360
+2,518
2123
$1.48M ﹤0.01%
281,014
-59,685
2124
$1.48M ﹤0.01%
56,304
-2,824
2125
$1.48M ﹤0.01%
83,194
-139,445
83 84
85
86 87