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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
1976
$1.84M ﹤0.01%
64,736
+16,183
1977
$1.83M ﹤0.01%
24,983
+1,855
1978
$1.83M ﹤0.01%
22,455
+16,097
1979
$1.83M ﹤0.01%
71,725
+1,163
1980
$1.82M ﹤0.01%
14,343
+2,595
1981
$1.81M ﹤0.01%
37,432
+20,488
1982
$1.81M ﹤0.01%
191,404
-23,285
1983
$1.81M ﹤0.01%
150,909
-183,537
1984
$1.81M ﹤0.01%
12,514
+157
1985
$1.81M ﹤0.01%
127,197
-3,633
1986
$1.8M ﹤0.01%
37,108
+31,224
1987
$1.8M ﹤0.01%
32,039
-2,171
1988
$1.79M ﹤0.01%
29,519
+63
1989
$1.79M ﹤0.01%
511,662
+9,379
1990
$1.79M ﹤0.01%
64,193
-682
1991
$1.78M ﹤0.01%
51,011
+3,540
1992
$1.78M ﹤0.01%
20,403
-70
1993
$1.78M ﹤0.01%
11,404
-1,170
1994
$1.78M ﹤0.01%
49,249
-186
1995
$1.77M ﹤0.01%
21,254
+1,992
1996
$1.77M ﹤0.01%
175,537
-48,306
1997
$1.77M ﹤0.01%
36,321
+8,648
1998
$1.77M ﹤0.01%
11,012
+223
1999
$1.76M ﹤0.01%
72,332
-1,138
2000
$1.76M ﹤0.01%
32,453
-1,037
78 79
80
81 82