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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
3526
– –
-29,164
3527
– –
-96,133
3528
– –
-17,239
3529
– –
-25,041
3530
– –
-68,194
3531
– –
-11,386
3532
– –
-33,270
3533
– –
-11,318
3534
– –
-105,074
3535
– –
-29,814
3536
– –
-16,512
3537
– –
-28,401
3538
– –
-79,881
3539
– –
-15,023
3540
– –
-7,549
3541
– –
-4,455
3542
– –
-2,306
3543
– –
-25,071
3544
– –
-3,253
3545
– –
-3,271
138 139 140 141
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