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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
2376
$1.03M ﹤0.01%
48,770
-600
2377
$1.03M ﹤0.01%
37,196
+18,699
2378
$1.02M ﹤0.01%
8,684
+63
2379
$1.02M ﹤0.01%
64,612
+234
2380
$1.02M ﹤0.01%
43,296
+5,365
2381
$1.02M ﹤0.01%
43,378
+25,758
2382
$1.02M ﹤0.01%
25,908
-1,779
2383
$1.01M ﹤0.01%
97,450
+6,097
2384
$1.01M ﹤0.01%
14,507
-552
2385
$1.01M ﹤0.01%
+49,370
2386
$1.01M ﹤0.01%
20,017
-4,968
2387
$1.01M ﹤0.01%
11,040
+1,391
2388
$1M ﹤0.01%
209,787
-6,531
2389
$1M ﹤0.01%
+15,382
2390
$1M ﹤0.01%
22,842
2391
$1,000K ﹤0.01%
12,080
+250
2392
$999K ﹤0.01%
168,459
-20,784
2393
$999K ﹤0.01%
14,595
+146
2394
$996K ﹤0.01%
41,464
+6,321
2395
$989K ﹤0.01%
+58,154
2396
$989K ﹤0.01%
97,341
-862
2397
$985K ﹤0.01%
23,958
-2,893
2398
$984K ﹤0.01%
127,637
+16,246
2399
$982K ﹤0.01%
47,021
+14,985
2400
$978K ﹤0.01%
+23,644
94 95
96
97 98