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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
3001
– –
-31,699
3002
– –
-10,000
3003
– –
-12,771
3004
– –
-49,282
3005
– –
-47,806
3006
– –
-25,000
3007
– –
-12,030
3008
– –
-88,833
3009
– –
-21,094
3010
– –
-10,937
3011
– –
-35,000
3012
– –
-16,654
3013
– –
-24,300
3014
– –
-32,750
3015
– –
-11,321
3016
– –
-59,439
3017
– –
-25,000
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