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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
$94.1B
AUM Growth
-$1.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,589
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$102M
3
+$75M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$70.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$64.9M

Top Sells

1
+$251M
2
+$229M
3
+$116M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$90.8M
5
AAPL icon
Apple
AAPL
+$82.2M

Sector Composition

1 Technology 18.48%
2 Financials 9.84%
3 Industrials 9.63%
4 Healthcare 8.92%
5 Consumer Staples 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3501
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-3,778
3502
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-59,435
3503
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-15,397
3504
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-61,797
3505
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-52,999
3506
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-4,243
3507
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-8,947
3508
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-14,776
3509
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-31,301
3510
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-30,268
3511
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3512
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3513
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-8,138
3514
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-1,137
3515
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3516
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-10,050
3517
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-5,206
3518
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-7,341
3519
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3520
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3521
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-168,437
3522
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3523
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3524
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3525
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-6,971
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