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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
2326
$1.13M ﹤0.01%
19,856
+3,626
2327
$1.13M ﹤0.01%
79,432
-283,760
2328
$1.13M ﹤0.01%
13,595
-1,195
2329
$1.13M ﹤0.01%
2,832
+239
2330
$1.13M ﹤0.01%
17,374
-297
2331
$1.13M ﹤0.01%
21,900
+497
2332
$1.12M ﹤0.01%
32,299
+13,900
2333
$1.11M ﹤0.01%
216,537
-8,563
2334
$1.11M ﹤0.01%
16,538
-555
2335
$1.11M ﹤0.01%
11,505
-12,863
2336
$1.11M ﹤0.01%
75,667
+15,605
2337
$1.11M ﹤0.01%
87,333
-30
2338
$1.11M ﹤0.01%
42,519
+931
2339
$1.11M ﹤0.01%
29,704
-4,021
2340
$1.1M ﹤0.01%
76,215
-6,107
2341
$1.1M ﹤0.01%
20,221
-44,004
2342
$1.1M ﹤0.01%
6,629
-127
2343
$1.1M ﹤0.01%
38,256
+11,991
2344
$1.09M ﹤0.01%
31,060
+91
2345
$1.09M ﹤0.01%
29,240
-2,575
2346
$1.08M ﹤0.01%
42,113
-17,468
2347
$1.08M ﹤0.01%
55,767
+12,852
2348
$1.08M ﹤0.01%
11,979
+523
2349
$1.08M ﹤0.01%
75,552
-5,655
2350
$1.08M ﹤0.01%
95,725
-3,636
92 93
94
95 96