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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
2401
$975K ﹤0.01%
14,446
-11,758
2402
$973K ﹤0.01%
11,259
+300
2403
$972K ﹤0.01%
53,574
-5,311
2404
$972K ﹤0.01%
87,767
+9,978
2405
$970K ﹤0.01%
36,955
+88
2406
$969K ﹤0.01%
84,222
+8,596
2407
$965K ﹤0.01%
5,043
+1,004
2408
$965K ﹤0.01%
10,284
+1,767
2409
$964K ﹤0.01%
48,676
+8
2410
$963K ﹤0.01%
21,291
+858
2411
$961K ﹤0.01%
37,280
-1,222
2412
$961K ﹤0.01%
8,568
+76
2413
$959K ﹤0.01%
62,456
-33,399
2414
$958K ﹤0.01%
9,542
+3,282
2415
$957K ﹤0.01%
37,347
-16,137
2416
$954K ﹤0.01%
28,960
-2,593
2417
$953K ﹤0.01%
95,294
-4,425
2418
$953K ﹤0.01%
15,041
-658
2419
$952K ﹤0.01%
+20,288
2420
$952K ﹤0.01%
17,971
+542
2421
$947K ﹤0.01%
213,734
-31,893
2422
$947K ﹤0.01%
45,084
+469
2423
$946K ﹤0.01%
19,754
+8,444
2424
$945K ﹤0.01%
242,804
+27,618
2425
$943K ﹤0.01%
51,208
-70,513
95 96
97
98 99