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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
2126
$1.48M ﹤0.01%
135,346
+22,577
2127
$1.47M ﹤0.01%
+147,366
2128
$1.47M ﹤0.01%
79,301
-1,173
2129
$1.47M ﹤0.01%
697,410
+62,402
2130
$1.47M ﹤0.01%
51,517
+8,300
2131
$1.47M ﹤0.01%
+117,647
2132
$1.47M ﹤0.01%
11,108
+1,800
2133
$1.47M ﹤0.01%
34,525
-43
2134
$1.47M ﹤0.01%
65,251
-4,650
2135
$1.47M ﹤0.01%
44,245
-28,232
2136
$1.47M ﹤0.01%
15,551
-1,637
2137
$1.47M ﹤0.01%
18,413
+5,927
2138
$1.46M ﹤0.01%
65,701
-2,150
2139
$1.46M ﹤0.01%
14,455
-3,722
2140
$1.46M ﹤0.01%
48,684
-5,462
2141
$1.46M ﹤0.01%
43,041
+24,539
2142
$1.45M ﹤0.01%
+11,030
2143
$1.44M ﹤0.01%
47,467
-1,424
2144
$1.44M ﹤0.01%
60,984
+3,540
2145
$1.44M ﹤0.01%
135,709
-81,534
2146
$1.44M ﹤0.01%
15,371
+82
2147
$1.44M ﹤0.01%
163,672
-21,252
2148
$1.44M ﹤0.01%
30,121
2149
$1.44M ﹤0.01%
17,391
-1,106
2150
$1.43M ﹤0.01%
36,505
+8,778
84 85
86
87 88