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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
2301
$1.16M ﹤0.01%
47,881
+21,305
2302
$1.16M ﹤0.01%
95,401
+295
2303
$1.16M ﹤0.01%
16,227
-29,424
2304
$1.16M ﹤0.01%
100,310
+44,700
2305
$1.16M ﹤0.01%
200,429
-12,898
2306
$1.16M ﹤0.01%
128,223
+995
2307
$1.16M ﹤0.01%
40,543
+21,907
2308
$1.15M ﹤0.01%
13,927
-2,389
2309
$1.15M ﹤0.01%
25,909
+289
2310
$1.15M ﹤0.01%
11,961
-1,349
2311
$1.15M ﹤0.01%
29,761
2312
$1.15M ﹤0.01%
53,359
-2,697
2313
$1.15M ﹤0.01%
12,235
+1,346
2314
$1.15M ﹤0.01%
42,019
-411
2315
$1.15M ﹤0.01%
9,171
+50
2316
$1.15M ﹤0.01%
26,171
+2,524
2317
$1.14M ﹤0.01%
28,272
-540
2318
$1.14M ﹤0.01%
35,019
+1,544
2319
$1.14M ﹤0.01%
59,031
+9,421
2320
$1.14M ﹤0.01%
5,250
-35
2321
$1.14M ﹤0.01%
24,068
-408
2322
$1.13M ﹤0.01%
117,952
+79,500
2323
$1.13M ﹤0.01%
27,123
-124
2324
$1.13M ﹤0.01%
38,779
-8,652
2325
$1.13M ﹤0.01%
67,639
+793
91 92
93
94 95