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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
2151
$1.43M ﹤0.01%
22,691
-3,451
2152
$1.43M ﹤0.01%
50,883
+11,503
2153
$1.43M ﹤0.01%
17,586
-269
2154
$1.42M ﹤0.01%
16,994
-16,467
2155
$1.42M ﹤0.01%
19,673
-17,509
2156
$1.42M ﹤0.01%
90,431
-3,461
2157
$1.42M ﹤0.01%
52,590
-361
2158
$1.42M ﹤0.01%
61,652
+851
2159
$1.41M ﹤0.01%
+9,124
2160
$1.41M ﹤0.01%
60,093
+4,138
2161
$1.41M ﹤0.01%
24,204
-10,231
2162
$1.4M ﹤0.01%
93,153
+9,259
2163
$1.4M ﹤0.01%
32,980
+4,628
2164
$1.4M ﹤0.01%
71,643
+751
2165
$1.4M ﹤0.01%
100,424
+311
2166
$1.39M ﹤0.01%
33,240
+11,205
2167
$1.39M ﹤0.01%
55,641
+12,512
2168
$1.39M ﹤0.01%
17,250
-37
2169
$1.39M ﹤0.01%
17,018
+611
2170
$1.39M ﹤0.01%
59,276
+2,053
2171
$1.38M ﹤0.01%
37,110
+241
2172
$1.37M ﹤0.01%
32,666
+5,152
2173
$1.37M ﹤0.01%
16,959
-20,862
2174
$1.37M ﹤0.01%
17,556
-451
2175
$1.36M ﹤0.01%
4,241
+432
85 86
87
88 89