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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
2351
$1.08M ﹤0.01%
42,106
+7,949
2352
$1.07M ﹤0.01%
19,376
-7,195
2353
$1.07M ﹤0.01%
33,091
-444
2354
$1.07M ﹤0.01%
8,760
-182
2355
$1.07M ﹤0.01%
26,653
+6,616
2356
$1.06M ﹤0.01%
+26,061
2357
$1.06M ﹤0.01%
12,697
-1,642
2358
$1.06M ﹤0.01%
18,692
+202
2359
$1.06M ﹤0.01%
164,498
+7,784
2360
$1.06M ﹤0.01%
16,240
+2,100
2361
$1.06M ﹤0.01%
18,563
-3,651
2362
$1.05M ﹤0.01%
10,619
+2,167
2363
$1.04M ﹤0.01%
21,489
+9,654
2364
$1.04M ﹤0.01%
54,576
+34,539
2365
$1.04M ﹤0.01%
21,506
+661
2366
$1.04M ﹤0.01%
21,845
-139
2367
$1.04M ﹤0.01%
16,880
-2,489
2368
$1.04M ﹤0.01%
163,337
+3,984
2369
$1.03M ﹤0.01%
+40,506
2370
$1.03M ﹤0.01%
+41,583
2371
$1.03M ﹤0.01%
30,378
+2,511
2372
$1.03M ﹤0.01%
+9,751
2373
$1.03M ﹤0.01%
46,853
+35,972
2374
$1.03M ﹤0.01%
39,140
-18,154
2375
$1.03M ﹤0.01%
14,605
93 94
95
96 97