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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
2251
$1.24M ﹤0.01%
62,211
+12,829
2252
$1.24M ﹤0.01%
15,623
-50
2253
$1.24M ﹤0.01%
128,580
-1,925
2254
$1.24M ﹤0.01%
91,016
+9,070
2255
$1.24M ﹤0.01%
72,530
+2,800
2256
$1.24M ﹤0.01%
36,325
-16
2257
$1.24M ﹤0.01%
54,844
+2,783
2258
$1.23M ﹤0.01%
25,468
-51
2259
$1.23M ﹤0.01%
57,163
+17,356
2260
$1.23M ﹤0.01%
33,518
+13,831
2261
$1.23M ﹤0.01%
27,973
2262
$1.23M ﹤0.01%
18,294
+2,970
2263
$1.23M ﹤0.01%
17,999
+6,833
2264
$1.23M ﹤0.01%
2,408
+591
2265
$1.22M ﹤0.01%
4,087
-390
2266
$1.22M ﹤0.01%
21,021
+1,109
2267
$1.22M ﹤0.01%
12,264
+771
2268
$1.22M ﹤0.01%
+157,707
2269
$1.21M ﹤0.01%
33,440
+5,961
2270
$1.21M ﹤0.01%
35,502
+14,700
2271
$1.2M ﹤0.01%
19,336
+1,700
2272
$1.2M ﹤0.01%
+43,141
2273
$1.2M ﹤0.01%
210,638
+182,115
2274
$1.2M ﹤0.01%
117,911
-11,008
2275
$1.2M ﹤0.01%
4,272
-53
89 90
91
92 93