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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
2176
$1.36M ﹤0.01%
6,459
-315
2177
$1.36M ﹤0.01%
36,213
-1,339
2178
$1.36M ﹤0.01%
203,133
+18,012
2179
$1.36M ﹤0.01%
12,459
+7,505
2180
$1.36M ﹤0.01%
10,869
-345
2181
$1.36M ﹤0.01%
55,089
-24,803
2182
$1.36M ﹤0.01%
56,866
+4,275
2183
$1.35M ﹤0.01%
37,872
-4,111
2184
$1.35M ﹤0.01%
99,709
+10,180
2185
$1.35M ﹤0.01%
72,527
+2,891
2186
$1.35M ﹤0.01%
15,792
-1,655
2187
$1.35M ﹤0.01%
60,565
+737
2188
$1.35M ﹤0.01%
83,483
+2,721
2189
$1.35M ﹤0.01%
4,212
+561
2190
$1.34M ﹤0.01%
59,440
2191
$1.34M ﹤0.01%
10,416
+1,057
2192
$1.34M ﹤0.01%
66,748
-893
2193
$1.34M ﹤0.01%
222,412
+328
2194
$1.34M ﹤0.01%
30,258
+13,991
2195
$1.34M ﹤0.01%
25,057
-1,267
2196
$1.33M ﹤0.01%
54,464
-1,336
2197
$1.33M ﹤0.01%
53,853
+16,178
2198
$1.33M ﹤0.01%
89,137
-202,618
2199
$1.33M ﹤0.01%
23,059
+671
2200
$1.33M ﹤0.01%
88,093
+213
86 87
88
89 90