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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
2001
$1.76M ﹤0.01%
137,764
-159,143
2002
$1.75M ﹤0.01%
61,735
+1,980
2003
$1.74M ﹤0.01%
66,260
-18,875
2004
$1.74M ﹤0.01%
33,866
+7,001
2005
$1.74M ﹤0.01%
17,053
+13,717
2006
$1.74M ﹤0.01%
89,282
+1,031
2007
$1.74M ﹤0.01%
434,857
+102,266
2008
$1.73M ﹤0.01%
41,326
+12,683
2009
$1.73M ﹤0.01%
19,697
+5,560
2010
$1.73M ﹤0.01%
2,087
+75
2011
$1.72M ﹤0.01%
428,039
+191,711
2012
$1.72M ﹤0.01%
28,716
+12,473
2013
$1.72M ﹤0.01%
19,376
+1,530
2014
$1.72M ﹤0.01%
36,101
+1,761
2015
$1.71M ﹤0.01%
37,913
-1,369
2016
$1.71M ﹤0.01%
138,171
-1,992
2017
$1.71M ﹤0.01%
46,027
+3,654
2018
$1.71M ﹤0.01%
88,010
-5,384
2019
$1.71M ﹤0.01%
277,915
+20,461
2020
$1.71M ﹤0.01%
67,191
-277,862
2021
$1.7M ﹤0.01%
9,860
-519
2022
$1.7M ﹤0.01%
171,386
-45,082
2023
$1.7M ﹤0.01%
17,243
-18,642
2024
$1.69M ﹤0.01%
69,144
+34,633
2025
$1.69M ﹤0.01%
37,209
+192
79 80
81
82 83