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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
2276
$1.2M ﹤0.01%
+59,350
2277
$1.2M ﹤0.01%
2,609
-565
2278
$1.19M ﹤0.01%
26,423
-5,996
2279
$1.19M ﹤0.01%
43,304
-2,320
2280
$1.19M ﹤0.01%
10,963
-60,739
2281
$1.19M ﹤0.01%
129,787
+9,309
2282
$1.19M ﹤0.01%
43,575
-16,646
2283
$1.19M ﹤0.01%
22,727
+977
2284
$1.19M ﹤0.01%
43,788
+1,626
2285
$1.19M ﹤0.01%
25,742
+509
2286
$1.18M ﹤0.01%
24,901
+11,667
2287
$1.18M ﹤0.01%
41,110
+10,755
2288
$1.18M ﹤0.01%
24,877
+1,036
2289
$1.18M ﹤0.01%
51,330
-807
2290
$1.18M ﹤0.01%
72,419
+9,448
2291
$1.18M ﹤0.01%
17,633
+8,043
2292
$1.18M ﹤0.01%
26,347
-36,248
2293
$1.18M ﹤0.01%
9,966
-41
2294
$1.17M ﹤0.01%
62,824
-300
2295
$1.17M ﹤0.01%
39,274
+509
2296
$1.17M ﹤0.01%
9,741
-2,097
2297
$1.17M ﹤0.01%
+5,876
2298
$1.17M ﹤0.01%
+22,763
2299
$1.17M ﹤0.01%
63,261
-10,749
2300
$1.17M ﹤0.01%
168,719
+19,303
90 91
92
93 94