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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
2451
$906K ﹤0.01%
16,409
-694
2452
$905K ﹤0.01%
21,733
+277
2453
$905K ﹤0.01%
30,703
-1,005
2454
$905K ﹤0.01%
18,583
+8,347
2455
$904K ﹤0.01%
13,624
-6,331
2456
$903K ﹤0.01%
90,307
-2,115
2457
$896K ﹤0.01%
23,866
+4,560
2458
$895K ﹤0.01%
11,873
+495
2459
$894K ﹤0.01%
61,511
-10,705
2460
$894K ﹤0.01%
8,052
-4,333
2461
$892K ﹤0.01%
32,221
+16,109
2462
$892K ﹤0.01%
283,948
+4,499
2463
$891K ﹤0.01%
17,508
-628
2464
$890K ﹤0.01%
56,411
-2,865
2465
$885K ﹤0.01%
12,929
+2,737
2466
$884K ﹤0.01%
18,039
+450
2467
$884K ﹤0.01%
11,590
-7,287
2468
$880K ﹤0.01%
29,989
-27,076
2469
$879K ﹤0.01%
13,269
-1,981
2470
$879K ﹤0.01%
13,577
+2,506
2471
$878K ﹤0.01%
+16,894
2472
$876K ﹤0.01%
5,018
+124
2473
$876K ﹤0.01%
15,480
-772
2474
$873K ﹤0.01%
16,158
-1,522
2475
$873K ﹤0.01%
17,071
+11,915
97 98
99
100 101