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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
2901
– –
-3,439
2902
– –
-5,046
2903
– –
-151,097
2904
– –
-11,218
2905
– –
-29,703
2906
– –
-2,152
2907
– –
-5,704
2908
– –
-14,249
2909
– –
-7,704
2910
– –
-14,200
2911
– –
-9,250
2912
– –
-6,250
2913
– –
-54,750
2914
– –
-36,281
2915
– –
-7,982
2916
– –
-25,000
2917
– –
-35,800
2918
– –
-2,155
2919
– –
-104,650
2920
– –
-4,742
2921
– –
-60,387
2922
– –
-20,419
2923
– –
-135,502
2924
– –
-116,630
2925
– –
-23,339
115 116
117
118 119