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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
$48.6B
AUM Growth
+$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,071
New
Increased
Reduced
Closed

Top Buys

1
+$232M
2
+$147M
3
+$110M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$73.8M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$69.2M

Top Sells

1
+$174M
2
+$95.5M
3
+$95.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$87.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$67.8M

Sector Composition

1 Technology 16.57%
2 Healthcare 11.74%
3 Industrials 8.38%
4 Financials 8.34%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
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-13,200
2877
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-11,620
2878
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-23,614
2879
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-4,285
2880
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2881
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-11,842
2882
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-1,750
2883
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-19,432
2884
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-2,100
2885
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-37,868
2886
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-143
2887
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-38,084
2888
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-65,000
2889
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-13,032
2890
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2891
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2892
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-10,250
2893
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2894
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2895
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2896
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-43,748
2897
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2898
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2899
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-20,777
2900
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-32,006
114 115
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