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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
2226
$1.28M ﹤0.01%
9,713
+549
2227
$1.28M ﹤0.01%
5,019
+13
2228
$1.28M ﹤0.01%
42,241
-341
2229
$1.28M ﹤0.01%
17,404
+148
2230
$1.28M ﹤0.01%
16,712
+5,184
2231
$1.28M ﹤0.01%
17,728
+462
2232
$1.27M ﹤0.01%
17,202
+24
2233
$1.27M ﹤0.01%
23,161
2234
$1.27M ﹤0.01%
23,789
+13,501
2235
$1.27M ﹤0.01%
8,935
-158
2236
$1.27M ﹤0.01%
30,462
-101,007
2237
$1.27M ﹤0.01%
+34,001
2238
$1.27M ﹤0.01%
16,352
-2,832
2239
$1.27M ﹤0.01%
48,828
-21,104
2240
$1.26M ﹤0.01%
24,417
+228
2241
$1.25M ﹤0.01%
6,135
+618
2242
$1.25M ﹤0.01%
8,028
+85
2243
$1.25M ﹤0.01%
21,083
+1,263
2244
$1.25M ﹤0.01%
99,442
-4,762
2245
$1.25M ﹤0.01%
35,426
-16,336
2246
$1.25M ﹤0.01%
62,699
+1,744
2247
$1.25M ﹤0.01%
156,833
+32,788
2248
$1.25M ﹤0.01%
13,215
+2,265
2249
$1.25M ﹤0.01%
36,545
-1,990
2250
$1.24M ﹤0.01%
35,299
+5,930
88 89
90
91 92